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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-28 |
| AZ | RA | APPROVED | 2026-05-06 |
| FL | RA | APPROVED | 2025-07-21 |
| AL | RA | APPROVED | 2025-04-01 |
Branch Locations
1725 Pine Street, Montgomery, AL 36106 • United States
3535 Grandview Parkway Suite 200, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Montgomery | AL | 05/2015 | 10/2018 |
| Td Ameritrade, Inc. | Montgomery | AL | 02/2018 | 10/2018 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 10/2018 |
| Bb&T Securities, Llc. | Montgomery | AL | 11/2018 | 02/2021 |
| Truist Investment Services, Inc. | Montgomery | AL | 02/2021 | 05/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Montgomery | AL | 05/2022 | 03/2025 |
| Bank Of America, N.A. | Montgomery | AL | 07/2022 | 03/2025 |
| Valic Financial Advisors, Inc. | Houston | TX | 03/2025 | Present |
| Agia | Houston | TX | 03/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/31/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as Agent to sell Non-Securities Insurance Products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-28 |
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