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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-05-20 |
| ID | RA | APPROVED | 2026-05-20 |
| IA | RA | APPROVED | 2026-05-20 |
| OH | RA | APPROVED | 2026-05-20 |
| MI | RA | APPROVED | 2026-04-30 |
| VA | RA | APPROVED | 2025-07-10 |
| MD | RA | APPROVED | 2025-04-03 |
| NV | RA | APPROVED | 2024-07-18 |
| SD | RA | APPROVED | 2024-02-08 |
| NY | RA | APPROVED | 2023-08-21 |
| MN | RA | APPROVED | 2022-01-14 |
| AZ | RA | APPROVED | 2021-06-08 |
| TX | RA | APPROVED_RES | 2021-06-01 |
| UT | RA | APPROVED | 2021-06-01 |
| FL | RA | APPROVED | 2021-05-28 |
| CO | RA | APPROVED | 2020-06-19 |
| WI | RA | APPROVED | 2016-05-05 |
| OR | RA | APPROVED | 2015-04-10 |
| WA | RA | APPROVED | 2011-06-13 |
| CA | RA | APPROVED | 2004-10-22 |
Branch Locations
5353 Scotts Valley Drive Suite A, Scotts Valley, CA 95066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | San Mateo | CA | 08/2004 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Holy Spirit School - School Advisory Board | San Jose | CA | 05/2023 | Present |
AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products HOLY SPIRIT SCHOOL - SCHOOL ADVISORY BOARD POSITION: SAB- Co-President NATURE: non-elected position, preside over regular and special meetings of the School Advisory Board. Work with Principal and Pastor to plan agenda, appoint SAB pillar leads, and ensure all pillars are functioning effectively. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2023 ADDRESS: 1198 Redmond Ave, San Jose CA 95120, United States DESCRIPTION: My wife and I will work as co-President of HSS SAB board this year. We will plan and preside over monthly SAB meetings, ork with Pillar Leads to make sure they're functioning properly, and act to connection between the school community with the school administration. Continue to provide agenda, minutes, and reports to board and archive prior to conclusion of school year. BOARD OF MANAGERS-SOUTH VALLEY FAMILY YMCA POSITION: Board Member NATURE: Board Member position: SVFY Board of Managers INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2025 ADDRESS: 5632 Santa Teresa Blvd, San Jose CA 95123, United States DESCRIPTION: Board of Managers members act an ambassador to help tell the South Valley Family YMCA story. They give insight on making effective decisions on policy and brain storm new programs. Be an advocate and bring enthusiasm toward the cause of the YMCA. Provide assistance and leadership for volunteers as they assist in YMCA goals. Will work with other board members in developing our dreams and high expectations for the future, and will take park in reviewing, approving, monitoring, and achieving these objectives.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-04 |
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