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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-06 |
| NC | RA | APPROVED | 2025-05-07 |
Branch Locations
3211 Shannon Road Suite 600, Durham, NC 27707 • United States
Asheville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 10/2021 | 12/2024 |
| Camp Craft Cocktails | Jacksonville | FL | 08/2019 | 09/2021 |
| Wicked Barley Brewing Company | Jacksonville | FL | 02/2018 | 03/2020 |
| University Of Oregon | Eugene | OR | 08/2015 | 06/2017 |
| Unemployed | Eugene | OR | 07/2017 | 01/2018 |
| Versus Rivalry Swag | Jacksonville | FL | 08/2021 | 03/2024 |
| Unemployed | Asheville | NC | 12/2024 | 04/2025 |
| Valic Financial Advisors, Inc. | Houston | TX | 04/2025 | Present |
| Agia | Houston | TX | 05/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/12/2025 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 | 2022-03-30 |
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