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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-10-15 |
| AZ | RA | APPROVED | 2025-10-02 |
| OR | RA | APPROVED | 2025-09-26 |
| MN | RA | APPROVED | 2024-02-16 |
| CA | RA | APPROVED | 2020-10-21 |
Branch Locations
1150 9Th Street Suite 1212, Modesto, CA 95354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Wealth Management | Pleasanton | CA | 04/2015 | 12/2016 |
| Merrill Lynch Wealth Management | Walnut Creek | CA | 12/2016 | 04/2018 |
| Merrill Wealth Management | Orinda | CA | 04/2018 | 05/2019 |
| Unemployed | Pleasanton | CA | 05/2019 | 09/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2019 | 07/2020 |
| Northwestern Mutual Investment Services Llc | Walnut Creek | CA | 10/2019 | 07/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2020 | 07/2020 |
| Valic Financial Advisor, Inc. | Emeryville | CA | 10/2020 | Present |
| Unemployed | Santa Clara | CA | 08/2020 | 09/2020 |
| 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 | 2017-05-20 |
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