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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-08-24 |
| MS | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED_RES | 2026-08-20 |
| LA | RA | APPROVED | 2026-07-06 |
Branch Locations
8545 United Plaza Boulevard Suite 220, Baton Rouge, LA 70809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 01/2013 | 08/2017 |
| Commonwealth Financial Network | San Diego | CA | 08/2017 | 03/2018 |
| Lpl Financial | San Diego | CA | 03/2018 | 06/2026 |
| Valic Financial Advisor Inc | San Diego | CA | 07/2026 | Present |
AGIA POSITION: agent NATURE: non securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/06/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: appointed as agent to sell non-securities insurance products for AGIA REAL ESTATE RENTAL POSITION: Property Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 32nd street apt 4, San Diego CA 92116, United States DESCRIPTION: I own the property and rent it out to tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-30 |
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