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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-07-30 |
| NY | RA | APPROVED | 2024-06-03 |
| AZ | RA | APPROVED | 2024-04-26 |
| NC | RA | APPROVED | 2024-04-26 |
| ID | RA | APPROVED | 2024-04-24 |
| MA | RA | APPROVED | 2024-04-24 |
| IA | RA | APPROVED | 2024-04-19 |
| WY | RA | APPROVED | 2024-04-19 |
| NJ | RA | APPROVED | 2024-04-17 |
| CT | RA | APPROVED | 2024-04-16 |
| FL | RA | APPROVED | 2024-04-16 |
| IN | RA | APPROVED | 2024-04-16 |
| KS | RA | APPROVED | 2024-04-16 |
| LA | RA | APPROVED | 2024-04-16 |
| ME | RA | APPROVED | 2024-04-16 |
| NE | RA | APPROVED | 2024-04-16 |
| OH | RA | APPROVED | 2024-04-16 |
| PA | RA | APPROVED | 2024-04-16 |
| SC | RA | APPROVED | 2024-04-16 |
| TX | RA | APPROVED_RES | 2024-04-16 |
| WI | RA | APPROVED | 2023-08-11 |
| NM | RA | APPROVED | 2022-08-26 |
| NV | RA | APPROVED | 2022-04-29 |
| MT | RA | APPROVED | 2022-02-02 |
| IL | RA | APPROVED | 2021-12-06 |
| CO | RA | APPROVED | 2021-11-30 |
| WA | RA | APPROVED | 2021-11-30 |
| CA | RA | APPROVED | 2021-03-25 |
| MO | RA | APPROVED | 2021-03-01 |
| KY | RA | APPROVED | 2020-10-06 |
| GA | RA | APPROVED | 2020-10-05 |
| AL | RA | APPROVED | 2020-09-24 |
| VA | RA | APPROVED | 2020-09-24 |
| AR | RA | APPROVED | 2020-05-08 |
| TN | RA | APPROVED | 2015-05-29 |
Branch Locations
1 Music Circle North Suite 400, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carson Designs | Windsor | CA | 12/2011 | Present |
| Valic Financial Advisors, Inc. | Brentwood | TN | 05/2015 | Present |
| Agia | Houston | TX | 12/2022 | Present |
BARRINGTON HOMEOWNERS ASSOCIATION POSITION: Member at Large/ Member of Architectural Approval Committee NATURE: Voting member of my neighborhood Home Owners Association. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: PO Box 680434, Franklin TN 37068, United States DESCRIPTION: Duties include attending HOA meetings approximately 5 per year. Voting on matters brought to the attention of the board by residents . Assist in the approval of architectural changes submitted to home owners association for approval. TENNEV LLC / FRANKLIN OFFROAD LLC POSITION: Principal NATURE: TennEV LLC is an automotive aftermarket company based in Franklin TN. We offer OEM and aftermarket parts via an online store. In addition to the online store, we consult with local customers on automotive modifications and can assist with install as well. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2023 ADDRESS: 4172 Clovercroft Rd, Franklin TN 37067, United States DESCRIPTION: My duties include financial management of the business and marketing of the business to our customers. 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-07 |
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