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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-09-05 |
| OR | RA | APPROVED | 2019-02-15 |
| ID | RA | APPROVED | 2018-09-24 |
Branch Locations
950 W. Bannock Street Suite 1120, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of The West | Albuquerque | NM | 03/2012 | 11/2016 |
| Bancwest Investment Services | Albuquerque | NM | 03/2012 | 11/2016 |
| Massachusetts Mutual Life Insurance Company | Meridian | ID | 04/2017 | 09/2018 |
| Mml Investors Services, Llc | Meridian | ID | 04/2017 | 09/2018 |
| Unemployed | Meridian | ID | 11/2016 | 04/2017 |
| Valic Financial Advisors, Inc. | Meridian | ID | 09/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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 | 2007-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-03 |
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