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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-16 |
| PA | RA | APPROVED | 2025-10-07 |
Branch Locations
2929 Allen Parkway, Houston, TX 77019 • United States
Longmont, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | East Norriton | PA | 02/2006 | 02/2025 |
| Princor Financial Services Corp | Wayne | PA | 03/2006 | 03/2019 |
| Principal Securities, Inc. | East Norriton | PA | 03/2016 | 02/2025 |
| C&N Bank | Doylestown | PA | 04/2025 | 09/2025 |
| Lpl | Doylestown | PA | 05/2025 | 09/2025 |
| Unemployed | Doylestown | PA | 02/2025 | 04/2025 |
| Valic Financial Advisors, Inc. | Houston | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-15 |
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