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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-09-12 |
| MO | RA | APPROVED | 2019-07-12 |
Branch Locations
12312 Olive Boulevard Suite 265, St. Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 07/2015 | 01/2019 |
| Unemployed | High Ridge | MO | 02/2019 | 05/2019 |
| Valic Financial Advisors, Inc. | St. Louis | MO | 05/2019 | Present |
| Agia | Houston | TX | 12/2022 | Present |
MAGNOLIA RIDGE FARM, LLC POSITION: General Partner NATURE: Small family hay farm and market garden, I participate on the weekends. My role is to assist my family in the production of hay, basic tractor maintenance, planting, harvesting, and loading of seasonal vegetables in the back of the farm truck to take to market on Saturday mornings from July-September. This is a weekend only, hobby activity to help myfamily. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 4401 Hunning Rd., High Ridge MO 63049, United States DESCRIPTION: Assist my family in the production of hay, planting and harvesting a quarter-acre garden for occasional farmers market. 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-19 |
| S65 | Uniform Investment Adviser Law Examination | 2018-04-20 |
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