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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-11-04 |
| OR | RA | APPROVED | 2021-07-21 |
Branch Locations
1800 S.W. First Avenue Suite 420, Portland, OR 97201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willamette Management Associates | Portland | OR | 05/2013 | 05/2017 |
| Gilbert Valuations | Portland | OR | 05/2017 | 04/2018 |
| Markee Valuations | Vancouver | WA | 04/2018 | 06/2018 |
| Cnh Finance | Tigard | OR | 04/2019 | 12/2019 |
| Unemployed | Portland | OR | 06/2018 | 04/2019 |
| Unemployed | Portland | OR | 01/2020 | 03/2021 |
| Valic Financial Advisors, Inc. | Portland | OR | 03/2021 | Present |
| Agia | Houston | TX | 12/2022 | Present |
AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-20 |
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