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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-04-25 |
| WY | RA | APPROVED | 2023-09-11 |
| CO | RA | APPROVED | 2020-07-09 |
Branch Locations
165 South Union Boulevard Suite 600, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sample Supports | Longmont | CO | 12/2016 | 08/2017 |
| Alta Vida | Longmont | CO | 04/2018 | 06/2018 |
| Sample Supports | Longmont | CO | 06/2018 | Present |
| Unemployed | N/A | CO | 08/2017 | 04/2018 |
| Unemployed | N/A | CO | 07/2016 | 12/2016 |
| Valic Financial Advisors, Inc. | Lakewood | CO | 05/2019 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Sample Supports. 620 S Kimbark St., Longmont, CO 80501. Non-investment related. Commenced activity 2/20/19. Sole proprietorship with duties which include to oversee the care of an individual with a disability in my home with family acting as independent contractors; responsible for all daily living activities.10% hours/month is devoted to this activity during securities trading hours. 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-06 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-30 |
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