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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-05 |
Branch Locations
630 West Carmel Drive Suite 140, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monroe County Humane Association | Bloomington | IN | 01/2024 | 09/2024 |
| German American Insurance | Bloomington | IN | 04/2021 | 01/2024 |
| Shelter Mutual Insurance Company | Bedford | IN | 11/2020 | 04/2021 |
| Bloom Insurance | Bloomington | IN | 08/2020 | 11/2020 |
| Unemployed | Bedford | IN | 04/2020 | 08/2020 |
| Girls Inc. Of Monroe County | Bloomington | IN | 05/2019 | 04/2020 |
| Indiana University | Bloomington | IN | 08/2017 | 05/2019 |
| City Of Bloomington | Bloomington | IN | 01/2016 | 04/2017 |
| Unemployed | Bedford | IN | 09/2024 | 06/2025 |
| Ivy Tech Community College | Bloomington | IN | 04/2017 | 07/2017 |
| Valic Financial Advisors Inc. | Houston | TX | 06/2025 | Present |
| Agia | Houston | TX | 06/2025 | Present |
AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/02/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION- JOHN WALLACE CHAPTER POSITION: Treasurer NATURE: Our local chapter of the DAR, a private club to promote American Revolutionary genealogy, philanthropy, community service, and American history. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/22/2025 ADDRESS: 908 I St, Bedford IN 47421, United States DESCRIPTION: I manage the checkbook and accept/ deposit dues and donations. I write checks for donations for scholarships and charitable projects, submitting dues to the nationals and the state charter chapters, and expenses for the club. I also submit financial statements and forms to the Indiana Chapter of the NSDAR. I am overseen by our local Regent, Martha Cox. PEOPLE & ANIMALS LEARNING SERVICES (PALS) POSITION: Board Member NATURE: A nonprofit organization that offers therapeutic equestrian experiences to people with disabilities as well as recreational lessons. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2025 ADDRESS: 7644 W Elwren Rd, Bloomington IN 47403, United States DESCRIPTION: Meet with the board monthly to discuss strategies around fund raising and events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-04 |
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