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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-27 |
Branch Locations
1150 9Th Street Suite 1212, Modesto, CA 95354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | San Francisco | CA | 01/2022 | 08/2023 |
| Morgan Brown Associates Inc | San Francisco | CA | 01/2008 | 01/2022 |
| Northwestern Mutual Life Insurance Company | San Francisco | CA | 06/2023 | 11/2024 |
| Northwestern Mutual Investment Services Llc | San Francisco | CA | 06/2023 | 11/2024 |
| Nylife Securities Llc | San Francisco | CA | 03/2022 | 08/2023 |
| Massmutual Life Insurance Co | Pleasanton | CA | 01/2025 | 03/2026 |
| Mml Investors Services, Llc | Pleasanton | CA | 02/2025 | 03/2026 |
| Valic Financial Adivsors, Inc. | Modesto | CA | 04/2026 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/17/2026 ADDRESS: 2929 Allen Parkway, Floor 14, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance Products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-28 |
| S66 | Uniform Combined State Law Examination | 2000-07-13 |
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