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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-02-19 |
Branch Locations
2919 Allen Parkway L3-20, Houston, TX 77019-2158 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Financial | Omaha | NE | 11/2014 | 07/2018 |
| Nationwide Financial | Omaha | NE | 07/2018 | 02/2021 |
| Lincoln Financial Advisors | Fort Wayne | IN | 02/2021 | 05/2024 |
| Lincoln Financial Distributors, Inc. | Fort Wayne | IN | 05/2024 | 01/2025 |
| Valic Financial Advisors, Inc. | Houston | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-22 |
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