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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-11 |
| GA | RA | APPROVED | 2026-02-11 |
| MS | RA | APPROVED | 2026-01-09 |
| CO | RA | APPROVED | 2025-09-19 |
| OH | RA | APPROVED | 2025-06-17 |
| AL | RA | APPROVED | 2025-02-25 |
Branch Locations
3535 Grandview Parkway Suite 200, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance | Birmingham | AL | 12/2019 | 12/2020 |
| Mml Investors Services, Llc | Birmingham | AL | 07/2020 | 12/2020 |
| Strategic Financial Partners | Birmingham | AL | 06/2019 | 08/2019 |
| Wallace State Community College | Hanceville | AL | 08/2015 | 05/2017 |
| Auburn University | Auburn | AL | 08/2017 | 12/2019 |
| Drummond Company Inc. | Birmingham | AL | 05/2019 | 08/2019 |
| Musgrove Country Club | Jasper | AL | 06/2012 | 05/2017 |
| Unemployed | Cordova | AL | 05/2017 | 08/2017 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 07/2021 | 01/2025 |
| Wells Fargo Bank, Na | Birmingham | AL | 06/2021 | 01/2025 |
| Regions Bank | Birmingham | AL | 12/2020 | 06/2021 |
| Valic Financial Advisors, Inc. | Houston | TX | 02/2025 | Present |
| Agia | Houston | TX | 02/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/24/2025 ADDRESS: 2929 ALLEN PARKWAY, HOUSTON TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-03 |
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