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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-08 |
| MI | RA | APPROVED | 2025-03-28 |
| ND | RA | APPROVED | 2025-01-28 |
| NC | RA | APPROVED | 2025-01-24 |
| OH | RA | APPROVED | 2025-01-24 |
| AL | RA | APPROVED | 2025-01-23 |
| GA | RA | APPROVED | 2025-01-23 |
| IL | RA | APPROVED | 2025-01-23 |
| IN | RA | APPROVED | 2025-01-23 |
| KS | RA | APPROVED | 2025-01-23 |
| MN | RA | APPROVED | 2025-01-23 |
| MO | RA | APPROVED | 2025-01-23 |
| NE | RA | APPROVED | 2025-01-23 |
| NM | RA | APPROVED | 2025-01-23 |
| SD | RA | APPROVED | 2025-01-23 |
| WI | RA | APPROVED | 2025-01-23 |
| MA | RA | APPROVED | 2023-08-30 |
| AK | RA | APPROVED | 2023-08-17 |
| HI | RA | APPROVED | 2023-08-16 |
| NV | RA | APPROVED | 2023-08-16 |
| MT | RA | APPROVED | 2023-08-15 |
| PA | RA | APPROVED | 2023-08-10 |
| UT | RA | APPROVED | 2023-08-10 |
| CA | RA | APPROVED | 2023-08-09 |
| CO | RA | APPROVED | 2023-08-09 |
| LA | RA | APPROVED | 2023-08-09 |
| TX | RA | APPROVED_RES | 2023-08-09 |
| AZ | RA | APPROVED | 2022-11-18 |
| OR | RA | APPROVED | 2022-10-12 |
| ID | RA | APPROVED | 2022-10-07 |
| WA | RA | APPROVED | 2019-07-23 |
Branch Locations
1014 Fifth Street Suite 201, Wenatchee, WA 98801 • United States
1577 C Street Suite 204-F, Anchorage, AK 99501 • United States
1010 N. Normandie Suite 305, Spokane, WA 99201 • United States
714 3Rd Avenue, Fairbanks, AK 99701 • United States
707 S Grady Way Suite 600, Renton, WA 98057 • United States
3216-D Fruitvale Boulevard, Yakima, WA 98902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Numerica Credit Union | East Wenatchee | WA | 11/2015 | 07/2019 |
| Davies Brothers Orchards | Orondo | WA | 09/2015 | 07/2019 |
| Valic Financial Advisors, Inc. | Seattle | WA | 05/2019 | Present |
| Agia | Houston | TX | 12/2022 | Present |
NEW LIFE MASSAGE AND DOULA SERVICES POSITION: Co-Owner NATURE: It is a service business operated by my wife. She is a Massage Therapist andDoula (birth coachhired by parents to assist them before during and after labor and delivery of their child). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 24 Hadley St NE, East Wenatchee WA 98802, United States DESCRIPTION: I have no role or duties in this business other than supporting my wife and occasionally giving her input when making marketing and financial decisions. PANZONE ORCHARDS POSITION: Bookeeper NATURE: Small Farming business owned and operated by my father. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 64 Zanol Loop Rd, Orondo WA 98843, United States DESCRIPTION: I do the bookkeeping which includes data entry into QuickBooks, processing payroll, preparing and filing tax reports, and occasionally writing checks. DAVIES BROTHER ORCHARDS POSITION: Bookeeper NATURE: Family Owned and operated small farming business. Owned by my father and Uncle. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 ADDRESS: PO Box 409, Orondo WA 98843, United States DESCRIPTION: I do the bookkeeping which includes data entry into QuickBooks, preparing and filing tax reports, and occasionally writing checks. 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 | 2019-07-23 |
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