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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-02-24 |
| WV | RA | APPROVED | 2025-02-14 |
| KY | RA | APPROVED | 2025-01-27 |
| PA | RA | APPROVED | 2025-01-23 |
| VA | RA | APPROVED | 2025-01-23 |
| IL | RA | APPROVED | 2024-08-29 |
| AZ | RA | APPROVED | 2024-07-25 |
| OR | RA | APPROVED | 2024-07-20 |
| AK | RA | APPROVED | 2024-07-19 |
| HI | RA | APPROVED | 2024-07-18 |
| GA | RA | APPROVED | 2024-07-17 |
| IN | RA | APPROVED | 2024-07-17 |
| MI | RA | APPROVED | 2024-07-17 |
| NC | RA | APPROVED | 2024-07-17 |
| WA | RA | APPROVED | 2024-07-17 |
| CA | RA | APPROVED | 2024-07-16 |
| CO | RA | APPROVED | 2024-07-16 |
| FL | RA | APPROVED | 2024-07-16 |
| IA | RA | APPROVED | 2024-07-16 |
| KS | RA | APPROVED | 2024-07-16 |
| NM | RA | APPROVED | 2024-07-16 |
| OH | RA | APPROVED | 2024-07-16 |
| SC | RA | APPROVED | 2024-07-16 |
| UT | RA | APPROVED | 2024-07-16 |
| NV | RA | APPROVED | 2024-07-15 |
| TX | RA | APPROVED_RES | 2024-07-15 |
| ND | RA | APPROVED | 2022-10-18 |
| SD | RA | APPROVED | 2022-10-13 |
| ID | RA | APPROVED | 2021-12-02 |
| MT | RA | APPROVED | 2021-06-24 |
Branch Locations
208 N 29Th Street Suite 201, Billings, MT 59101 • United States
2610 North Reserve Street, Missoula, MT 59808 • United States
1800 S.W. First Avenue Suite 420, Portland, OR 97201 • United States
488 East 11Th Avenue Suite 220, Eugene, OR 97401 • United States
3600 Brooks Street, Missoula, MT 59801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Billings Public Schools | Billings | MT | 09/2011 | 07/2021 |
| Valic Financial Advisors, Inc. | Portland | OR | 07/2021 | 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 BOARD MEMBER GREATER YELLOWSTONE VALLEY USBC POSITION: Board member NATURE: Board member responsible for assisting in the promotion, organization and governance of local organization of the United States Bowling Congress INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2023 ADDRESS: PO Box 21375, Billings MT 59104-1375, United States DESCRIPTION: Provide insight and assistance as requested by other board members in ensuring the success and longevity of local bowling programs. Not permitted to act on behalf of the organization without board approval. Not responsible for board finances. BOARD MEMBER GREATER YELLOWSTONE VALLEY USBC POSITION: Board member NATURE: Board member responsible for assisting in the promotion, organization and governance of local organization of the United States Bowling Congress INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: PO Box 21375, Billings MT 59104-1375, United States DESCRIPTION: Provide insight and assistance as requested by other board members in ensuring the success and longevity of local bowling programs. Not permitted to act on behalf of the organization without board approval. Not responsible for board finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-23 |
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