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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-03-28 |
| ID | RA | APPROVED | 2023-03-31 |
| WA | RA | APPROVED | 2023-03-31 |
Branch Locations
1010 N. Normandie Suite 305, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clay Trenz Financial Services/Acuity Wealth Advisors | Bend | OR | 02/2015 | 06/2021 |
| Young Living Essential Oils | Lehi | UT | 05/2013 | 02/2023 |
| Church Speaker | Spokane | WA | 01/2021 | Present |
| Valic Financial Advisors, Inc. | Edina | WA | 02/2023 | Present |
| Agia | Houston | TX | 04/2023 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/10/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA GUEST SPEAKER POSITION: Guest Speaker NATURE: I am an occasional guest speaker at churches due to my background in biblical studies, non profit leadership and teaching. I will sometimes receive an honorarium when I speak. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 511 W. 22nd Ave, Post Falls ID 83854, United States DESCRIPTION: Guest speaker for churches/non-profits. GUEST SPEAKER POSITION: Guest Speaker NATURE: I am an occasional guest speaker at churches due to my background in biblical studies, non profit leadership and teaching. I will sometimes receive an honorarium when I speak. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 700 E. Tiger Ave., Post Falls ID 83854, United States DESCRIPTION: Guest speaker for churches/non-profits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-30 |
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