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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-01 |
| NV | RA | APPROVED | 2024-07-29 |
| NC | RA | APPROVED | 2023-11-13 |
| OR | RA | APPROVED | 2023-10-03 |
| SD | RA | APPROVED | 2023-07-31 |
| CA | RA | APPROVED | 2023-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Redding | CA | 05/2015 | 06/2017 |
| Stifel Nicolaus & Co Inc | Redding | CA | 06/2017 | 08/2017 |
| Allstate Insurance Company | Chico | CA | 11/2017 | 06/2023 |
| Bankers Life & Casualty | Chico | CA | 09/2017 | 10/2017 |
| Anthem Blue Cross/ Blue Shield | Chico | CA | 04/2023 | 06/2023 |
| Valic Financial Advisors, Inc. | Roseville | CA | 07/2023 | Present |
| Agia | Houston | TX | 07/2023 | Present |
AGIA POSITION: Agent NATURE: Non Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/24/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance Products for AGIA BOARD MEMBER OF A CHURCH POSITION: Board Member NATURE: As a 30+ year member of a church in the town of Paradise, CA, I was asked to become a Board Member of the church after a fire destroyed 90% of the town, and many members were forced out of the area. We currently have 5 members down from roughly 150. There are not many duties, but I am required to be present during business meetings, and vote along side the other board members and members. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/26/2024 ADDRESS: 6975 Pentz Road, Paradise CA 95973, United States DESCRIPTION: Required to be present during board meetings that happen at least annually. Typically last 30 minutes to an hour. I am not permitted to act on behalf of the church without the consent of the majority of board members. LANDLORD POSITION: Owner NATURE: Rental Property. I purchased a new home and moved my family from 78 Herlax Cir to the new home across town. We are renting the old house. My wife is in charge of selecting a tenant and collecting rents. My wife and I own the property together. We plan to collect $2,400 per month in rent for the 3 bed 2 bath home of 1490 sq ft. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 78 Herlax Cir, Chico CA 95926, United States DESCRIPTION: Approving tenants, evicting tenants if needed, property maintenance coordination.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-16 |
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