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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-08-12 |
| TX | RA | APPROVED | 2026-08-12 |
| LA | RA | APPROVED | 2026-04-08 |
Branch Locations
8545 United Plaza Boulevard Suite 220, Baton Rouge, LA 70809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Cross And Blue Shield Of Mississippi | Flowood | MS | 09/2019 | 08/2025 |
| Belk Department Stores | Hattiesburg | MS | 06/2014 | 03/2020 |
| Juvo Technologies | Hattiesburg | MO | 10/2018 | 09/2019 |
| Valic Financial Advisors, Inc. | Baton Rouge | LA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-02 |
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