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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-04-08 |
| CA | RA | APPROVED | 2025-04-21 |
Branch Locations
2901 Douglas Boulevard Suite 150, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton Distributors, Inc. | Rancho Cordova | CA | 06/2015 | 07/2021 |
| Franklin Templeton Financial Services Corp. | Rancho Cordova | CA | 05/2020 | 07/2021 |
| Franklin Distributors, Llc | Baltimore | MD | 07/2021 | 12/2024 |
| Valic Financial Advisors,Inc | Sacramento | CA | 12/2024 | Present |
| Agia | Houston | TX | 01/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/06/2025 ADDRESS: 2929 Allen Parkway, 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 | 2025-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-05 |
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