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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-23 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | New Orleans | LA | 11/2014 | 07/2021 |
| Charles Schwab Bank | New Orleans | LA | 11/2014 | 07/2021 |
| Valic Financial Advisors, Inc. | Boca Raton | FL | 06/2026 | Present |
| Unemployed | Coconut Creek | FL | 08/2021 | 06/2026 |
AGIA POSITION: AGENT NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2026 ADDRESS: 2929 ALLEN PARKWAY, 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 | 2025-03-07 |
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