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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-03-10 |
| MA | RA | APPROVED | 2024-12-16 |
| ME | RA | APPROVED | 2024-08-23 |
| CT | RA | APPROVED | 2024-05-22 |
| AR | RA | APPROVED | 2023-12-05 |
| MT | RA | APPROVED | 2021-10-15 |
| OH | RA | APPROVED | 2020-06-02 |
| NC | RA | APPROVED | 2018-12-27 |
| WA | RA | APPROVED | 2018-05-30 |
| OR | RA | APPROVED | 2018-05-07 |
Branch Locations
1800 S.W. First Avenue Suite 420, Portland, OR 97201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Lake Oswego | OR | 11/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Lake Oswego | OR | 07/2016 | 04/2018 |
| Mml Investors Services, Llc | Lake Oswego | OR | 03/2017 | 04/2018 |
| Valic Financial Advisors, Inc. | Lake Oswego | OR | 05/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Portland Public Schools Department Of Athletics | Portland | OR | 01/2024 | Present |
OREGON SCHOOL ACTIVITIES ASSOCIATION POSITION: Announcer NATURE: Public address announcing at athletic events of member high schools' stadiums and gymnasiums. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2018 ADDRESS: 25200 SW Parkway Avenue, Suite 9650, Wilsonville OR 97070, United States DESCRIPTION: Announce sporting events (e.g. football, basketball, volleyball) for the benefit of on-site spectators. 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 PORTLAND PUBLIC SCHOOLS DEPARTMENT OF ATHLETICS POSITION: Announcer NATURE: Public address announcing at high school athletic events. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2024 ADDRESS: 501 North Dixon Street, Portland OR 97227, United States DESCRIPTION: Public address announcing at high school athletic events for schools in the Portland School District 1J. This primarily includes girls and boys basketball, football and other events as called upon.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-27 |
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