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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keycorp Insurance Agency Usa, Inc. | Centralia | WA | 11/2018 | 03/2022 |
| American Family Insurance-Kevin Wasson Agency | Centralia | WA | 05/2014 | 11/2018 |
| Key Investment Services Llc | Centralia | WA | 07/2019 | 03/2023 |
| Jp Morgan Chase Bank, N.A. | Olympia | WA | 03/2022 | 03/2023 |
| Jp Morgan Securities, Llc | Olympia | WA | 03/2022 | 03/2023 |
| Keybank | Lacey | WA | 03/2023 | 07/2024 |
| Key Investment Services Llc | Lacey | WA | 03/2023 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Olympia | WA | 07/2024 | 04/2026 |
| Bank Of America, N.A. | Olympia | WA | 09/2024 | 04/2026 |
| Valic Financial Advisors Inc | Olympia | WA | 04/2026 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/13/2026 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 | 2024-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-24 |
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