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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-10-22 |
| FL | RA | APPROVED | 2025-03-20 |
| TX | RA | APPROVED_RES | 2021-03-08 |
| WY | RA | APPROVED | 2019-07-15 |
| UT | RA | APPROVED | 2019-07-05 |
| CO | RA | APPROVED | 2019-06-17 |
Branch Locations
165 South Union Boulevard Suite 600, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leading & Loving It | Henderson | NV | 05/2017 | 03/2026 |
| Layton Christian Academy | Layton | UT | 08/2016 | 12/2016 |
| Unemployed | Taylor | UT | 01/2017 | 04/2017 |
| Valic Financial Advisors, Inc. | Lakewood | CO | 05/2019 | Present |
AGIA POSITION: Agent NATURE: Non-securities insurance products 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: Appointed as agent to sell non-securities insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-01 |
| S65 | Uniform Investment Adviser Law Examination | 2019-03-30 |
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