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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 07/2018 | 03/2020 |
| Nationwide | Scottsdsale | AZ | 03/2018 | 04/2018 |
| Office Max | Chandler | AZ | 11/2017 | 03/2018 |
| Tempe Union High School District | Tempe | AZ | 02/2017 | 10/2017 |
| City Of Sunny Ilse Government | City Of Sunny Ilse | FL | 03/2016 | 12/2016 |
| Morgan Stanley | Gilbert | AZ | 03/2020 | 12/2021 |
| Advisors Group | Phoenix | AZ | 01/2022 | 02/2023 |
| Valic Financial Advisors, Inc. | Houston | TX | 08/2023 | Present |
| Lifetime Fitness | Tempe | AZ | 01/2023 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-04 |
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