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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-10-31 |
Branch Locations
2929 Allen Parkway, Houston, TX 77019 • United States
Penacook, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Concord | NH | 06/2006 | 02/2025 |
| Lincoln Financial Securities Corporation | Concord | NH | 07/2008 | 02/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2025 | 03/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 01/2025 | 03/2025 |
| Valic Financial Advisors, Inc. | Houston | TX | 10/2025 | Present |
| Self Employed | Penacook | NH | 04/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-29 |
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