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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-03-03 |
| MO | RA | APPROVED | 2025-10-20 |
| OR | RA | APPROVED | 2025-10-15 |
| PA | RA | APPROVED | 2023-07-20 |
| AR | RA | APPROVED | 2021-11-22 |
| ID | RA | APPROVED | 2021-11-19 |
| TX | RA | APPROVED_RES | 2019-09-09 |
| WA | RA | APPROVED | 2019-07-31 |
| AZ | RA | APPROVED | 2017-12-05 |
| CA | RA | APPROVED | 2016-10-14 |
Branch Locations
3801 University Ave Suite 220, Riverside, CA 92501 • United States
3801 University Ave Suite 220, Riverside, CA 92501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | La Habra | CA | 08/2015 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | La Habra | CA | 08/2015 | 10/2016 |
| Valic Financial Advisors, Inc. | Orange | CA | 10/2016 | 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 BUY RAW LAND AND RESELL POSITION: Owner operator NATURE: I plan occasionally buy a land lot and resell it. Not looking to to buy homes, just raw land. To goal is to sell it eventually. There is no need for a realtor license. This would just be mostly from home and no real need to be out on the field looking at empty land. I can hire a realtor to see the land for me INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 9516 Wellspring Place, Rancho Cucamonga CA 91730, United States DESCRIPTION: Keep an eye out for land at a good price. If it looks like a good deal I might buy it. Maybe hold on to it or maybe sell it if it makes sense. ADNP HOLDINGS, LLC POSITION: Owner NATURE: Buy real estate assets using IRA funds. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 5900 Balconies Drive, #100, Austin TX 78731, United States DESCRIPTION: My main task is to find real estate to purchase, maintain and eventually sell. The LLC itself is part of the self directed IRA. As the owner of this IRA and LLC, the goal is to buy real estate assets in an IRA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-05 |
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