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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-15 |
Branch Locations
4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States
Fort Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peoples Bank | Marietta | OH | 08/2024 | 08/2025 |
| Holbrook And Holbrook Law Office | Lexington | KY | 05/2023 | 08/2023 |
| Alliance For Multispecialty Research | Lexington | KY | 08/2020 | 07/2022 |
| University Of Kentucky | Lexington | KY | 08/2021 | 05/2024 |
| Madison Central High School | Richmond | KY | 08/2017 | 05/2021 |
| B Michael Caudill Middle School | Richmond | KY | 08/2014 | 05/2017 |
| Valic Financial Advisors, Inc. | Tampa | FL | 08/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/13/2025 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 | 2025-12-12 |
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