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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-25 |
| NC | RA | APPROVED | 2026-08-24 |
| OK | RA | APPROVED | 2025-11-10 |
| VA | RA | APPROVED | 2025-08-04 |
| AR | RA | APPROVED | 2025-02-19 |
| AZ | RA | APPROVED | 2023-09-26 |
| CA | RA | APPROVED | 2023-09-15 |
| CO | RA | APPROVED | 2023-09-14 |
| NM | RA | APPROVED | 2023-09-14 |
| TX | RA | APPROVED | 2023-07-25 |
Branch Locations
15305 Dallas Parkway 12Th Floor, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Lakewood | CO | 12/2008 | 01/2023 |
| Guardian Life Insurance Company | Fort Worth | TX | 01/2023 | 07/2023 |
| Park Avenue Securities | Fort Worth | TX | 01/2023 | 07/2023 |
| Valic Financial Advisors, Inc. | Plano | TX | 07/2023 | Present |
| Agia | Houston | TX | 07/2023 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/03/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non- Securities Insurance products for AGIA ROTARY BOARD MEMBER POSITION: Sargent of Arms NATURE: Board of Directors for Champions Rotary Club of Justin TX INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2024 ADDRESS: 216 FM 156, Justin TX 76247, United States DESCRIPTION: I will be on the Board of Directors for the Champions Rotary Club beginning on July 1, 2024. The board overseers the activity of the club. Votes on budget and expenditures throughout the club year. My role will also entail managing the set up, the technical equipment during the meeting and break down at the end.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-23 |
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