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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-14 |
| GA | RA | APPROVED | 2026-03-17 |
| NC | RA | APPROVED | 2024-05-09 |
| VA | RA | APPROVED | 2024-05-09 |
| TN | RA | APPROVED | 2024-05-08 |
Branch Locations
7029 Albert Pick Road Suite 206, Greensboro, NC 27409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ftb Advisors, Inc. | Johnson City | TN | 03/2015 | 12/2021 |
| Gwfs Equities, Inc | Greenwood Village | CO | 01/2022 | 04/2023 |
| Advised Assets Group, Llc | Greenwood Village | CO | 01/2022 | 04/2023 |
| Valic Financial Advisors, Inc. | Houston | TX | 04/2024 | Present |
| Unemployed | Johnson City | TN | 05/2023 | 04/2024 |
| Agia | Houston | TX | 04/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/29/2024 ADDRESS: 2929 Allen Pkwy, 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 | 2021-10-02 |
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