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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-23 |
| OR | RA | APPROVED | 2025-11-20 |
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 |
|---|---|---|---|---|
| Country Capital Management Company | Bloomington | IL | 12/2016 | 02/2021 |
| Unemployed | Milwaukie | OR | 07/2016 | 11/2016 |
| Unemployed | Milwaukie | OR | 02/2021 | 04/2021 |
| Pruco Securities, Llc. | Lake Oswego | OR | 05/2021 | 05/2023 |
| Prudential Insurance Company Of America | Lake Oswego | OR | 05/2021 | 05/2023 |
| Futurity First Insurance Group | Milwaukie | OR | 05/2023 | 10/2025 |
| Sequent Planning, Llc | Milwaukie | OR | 05/2023 | 10/2025 |
| Valic Financial Advisors, Inc | Milwaukie | OR | 11/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/27/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance Products for AGIA MONROE POSITION: Owner NATURE: SFR rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2012 ADDRESS: 2817 SE Monroe, MILWAUKIE OR 97222, United States DESCRIPTION: As Owner, I am basically the maintenance person. 29TH AVE POSITION: Owner NATURE: SFR Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2009 ADDRESS: 10537 SE 29th Ave, Milwaukie OR 97222, United States DESCRIPTION: As Owner, I am basically the maintenance person. OLSEN POSITION: Owner NATURE: SFR rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2005 ADDRESS: 3212 SE Olsen Street, MILWAUKIE OR 97222, United States DESCRIPTION: As Owner, I am basically the maintenance person. I handle repairs and maintenance of the property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-21 |
| S66 | Uniform Combined State Law Examination | 2012-08-31 |
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