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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-12 |
Branch Locations
1901 Harrison Street Suite 1165, Oakland, CA 94612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chipotle | Napa | CA | 04/2021 | 09/2021 |
| Patrick Erwin Industries Inc | Napa | CA | 11/2021 | 04/2022 |
| Caymus Vineyards | Rutherford | CA | 04/2022 | 09/2024 |
| University Of Oregon | Eugene | OR | 09/2022 | 06/2025 |
| Unemployed | Napa | CA | 01/2015 | 04/2021 |
| Valic Financial Advisors Inc | Eugene | OR | 09/2025 | Present |
AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/19/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as an agent to sell non-securities insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-11 |
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