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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2025-09-08 |
| ND | RA | APPROVED | 2025-08-07 |
| MT | RA | APPROVED | 2019-09-20 |
Branch Locations
208 N 29Th Street Suite 201, Billings, MT 59101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| School Administrators Of Montana | Helena | MT | 08/2014 | 12/2018 |
| Unemployed | Helena | MT | 01/2019 | 03/2019 |
| Valic Financial Advisors, Inc. | Portland | OR | 03/2019 | 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-20 |
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