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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-08 |
Branch Locations
4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 10/2021 | 12/2021 |
| Fork In The Road Catering | Pullman | WA | 08/2018 | 03/2020 |
| Domo Sushi | Gig Harbor | WA | 08/2016 | 08/2018 |
| Unemployed | Gig Harbor | WA | 04/2020 | 10/2021 |
| Ymca | Gig Harbor | WA | 03/2015 | 07/2018 |
| Washington State University | Pullman | WA | 12/2018 | 05/2021 |
| E*Trade Securities Llc | Temple Terrace | FL | 02/2022 | 06/2023 |
| Morgan Stanley | Temple Terrace | FL | 01/2023 | 06/2023 |
| Walser Wealth Management Company | Tampa | FL | 01/2024 | 06/2025 |
| Sunrun | Tampa | FL | 10/2023 | 11/2023 |
| Walser Wealth Management Company | Tampa | FL | 12/2023 | 01/2024 |
| Unemployed | Tampa | FL | 07/2023 | 09/2023 |
| E*Trade Securities Llc | Temple Terrace | FL | 05/2023 | 06/2023 |
| Valic Finanical Advisors, Inc. | Tampa | FL | 06/2025 | Present |
| Agia | Houston | TX | 07/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/07/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance Products for AGIA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 2021-10-05 |
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