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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferson Academy Secondary School | Broomfield | CO | 05/2014 | 12/2016 |
| Rusty Taco | Westminster | CO | 12/2016 | 05/2017 |
| Chuy'S Tex-Mex | Westminster | CO | 05/2017 | 08/2018 |
| Western Colorado University | Gunnison | CO | 08/2018 | 03/2019 |
| Western Colorado University | Gunnison | CO | 03/2019 | 05/2021 |
| Western Colorado University | Gunnison | CO | 08/2020 | 05/2021 |
| Fidelity Investments | Greenwood Village | CO | 06/2021 | 06/2022 |
| Giordano'S Pizza | Denver | CO | 06/2019 | 08/2019 |
| Nike | Pasadena | TX | 09/2022 | 10/2023 |
| Cetera Investment Services Llc | Saint Cloud | MN | 11/2023 | 09/2025 |
| Cetera Investment Advisers Llc | Houston | TX | 02/2025 | 09/2025 |
| Valic Financial Advisors, Inc. | Houston | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-18 |
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