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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-20 |
| AL | RA | APPROVED | 2023-06-16 |
| NC | RA | APPROVED | 2023-06-16 |
| SC | RA | APPROVED | 2023-06-16 |
| FL | RA | APPROVED | 2023-05-25 |
| VT | RA | APPROVED | 2023-04-26 |
| DC | RA | APPROVED | 2023-02-17 |
| MA | RA | APPROVED | 2023-01-03 |
| CT | RA | APPROVED | 2022-12-16 |
| DE | RA | APPROVED | 2022-12-16 |
| ME | RA | APPROVED | 2022-12-16 |
| MD | RA | APPROVED | 2022-12-16 |
| NH | RA | APPROVED | 2022-12-16 |
| NJ | RA | APPROVED | 2022-12-16 |
| NY | RA | APPROVED | 2022-12-16 |
| PA | RA | APPROVED | 2022-12-16 |
| RI | RA | APPROVED | 2022-12-16 |
| VA | RA | APPROVED | 2022-12-16 |
| TX | RA | APPROVED | 2022-10-28 |
Branch Locations
2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home Maker | Houston | TX | 10/2007 | Present |
| Valic Financial Advisors, Inc. | Houston | TX | 06/2022 | Present |
| Agia | Houston | TX | 11/2022 | Present |
AGIA POSITION: Agent" for CXA NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2022 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 | 2022-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 2006-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-01 |
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