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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-11 |
Branch Locations
300 Highway 332 W Ste A, Lake Jackson, TX 77566 • United States
1803 North Valesco, Angleton, TX 77515 • United States
2432 South Gordon, Alvin, TX 77511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 04/2022 | 10/2022 |
| Infiniteyou Life Insurance Solutions | Houston | TX | 06/2016 | 01/2019 |
| Amerant Bank | Houston | TX | 01/2020 | 03/2020 |
| James D Edgeworth & Assc., Llc | Houston | TX | 04/2020 | 09/2020 |
| Valet Living | Houston | TX | 06/2017 | 10/2022 |
| Aig | Houston | TX | 08/2021 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 03/2023 | 10/2024 |
| Unemployed | Houston | TX | 10/2022 | 03/2023 |
| Bank Of America N.A. | Houston | TX | 06/2023 | 10/2024 |
| Pnc Investments Llc | Alvin | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-31 |
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