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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-15 |
| NC | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Decatur | GA | 12/2008 | 10/2016 |
| Wells Fargo Advisors Llc | Evans | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Evans | GA | 11/2016 | 12/2022 |
| Valic Financial Advisors Inc | Lumberton | NC | 06/2025 | Present |
| Unemployed | Evans | GA | 12/2022 | 06/2025 |
| Agia | Houston | TX | 06/2025 | Present |
AGIA POSITION: Agent NATURE: Non-securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/23/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-04 |
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