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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-03-02 |
| OR | RA | APPROVED | 2020-11-04 |
| WA | RA | APPROVED | 2020-08-21 |
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 |
|---|---|---|---|---|
| American Fidelity Assurance | Oklahoma City | OK | 07/2015 | 09/2018 |
| Valic Financial Advisors, Inc. | Portland | OR | 06/2019 | Present |
| Allstate Insurance | Portland | OR | 10/2018 | 06/2019 |
| 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 | 2020-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-23 |
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