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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-20 |
| NM | RA | APPROVED | 2025-03-25 |
| DC | RA | APPROVED | 2023-12-04 |
| OR | RA | APPROVED | 2019-08-22 |
| CA | RA | APPROVED | 2018-10-17 |
Branch Locations
1150 9Th Street Suite 1212, Modesto, CA 95354 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Corte Madera | CA | 07/2008 | 02/2018 |
| J.P. Morgan Securities Llc | Corte Madera | CA | 10/2012 | 02/2018 |
| Valic Financial Advisors, Inc. | Greenbrea | CA | 02/2018 | 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-01 |
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