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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-04-29 |
Branch Locations
208 N 29Th Street Suite 201, Billings, MT 59101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montana State University | Bozeman | MT | 08/2022 | 12/2025 |
| Chs Refinery | Laurel | MT | 05/2025 | 08/2025 |
| Montana State University | Bozeman | MT | 01/2025 | 05/2025 |
| Chs Refinery | Laurel | MT | 05/2024 | 08/2024 |
| Bridger Bowl | Bozeman | MT | 10/2023 | 04/2024 |
| Lone Pine Landscaping | Bozeman | MT | 09/2023 | 10/2023 |
| Chs Refinery | Laurel | MT | 05/2023 | 08/2023 |
| Unemployed | Laurel | MT | 05/2022 | 08/2022 |
| Laurel Public Schools | Laurel | MT | 08/2009 | 05/2022 |
| Valic Financial Advisors Inc | Bozeman | MT | 11/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/05/2026 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 | 2026-04-23 |
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