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11 Bellwether Way, Suite 301, Bellingham, WA 98225-2956 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-08 |
| TX | RA | APPROVED | 2026-06-05 |
Branch Locations
11 Bellwether Way, Suite 301, Bellingham, WA 98225-2956 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Plan, Inc. | Bellingham | WA | 05/2026 | Present |
| Archer Halliday, Ps | Bellingham | WA | 09/2025 | Present |
| Aig-Valic | Houston | TX | 06/2017 | 09/2017 |
| Vinson And Elkins Llp | Houston | TX | 10/2016 | 05/2017 |
| Aig-Valic | Houston | TX | 12/2015 | 10/2016 |
| Unemployed | Houston | TX | 05/2019 | 09/2019 |
| University Of Houston | Houston | TX | 09/2019 | 06/2021 |
| Usaa | San Antonio | TX | 06/2021 | 05/2022 |
| Trinity Legacy Partners, Llc | Houston | TX | 05/2022 | 08/2025 |
| Aig-Valic | Houston | TX | 09/2017 | 05/2019 |
Ms. Liou is licensed by the Texas Department of Insurance as a general lines agent for life, accident, health, and HMO. Start date 2023. 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-01 |
| S66 | Uniform Combined State Law Examination | 2017-11-02 |
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