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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
5070 North 6Th Street Suite 146, Fresno, CA 93710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sierra Minit Mart | Porterville | CA | 01/2020 | 03/2020 |
| J Poonian Limited Partnership | Springville | CA | 06/2020 | 07/2020 |
| J Poonian Limited Partnership | Springville | CA | 06/2021 | 08/2021 |
| Sierra Minit Mart | Porterville | CA | 05/2022 | 08/2022 |
| J Poonian Limited Partnership | Springville | CA | 06/2022 | 07/2022 |
| Student | Porterville | CA | 08/2018 | 07/2020 |
| Student | Porterville | CA | 08/2014 | 05/2018 |
| Student | Porterville | CA | 08/2006 | 11/2022 |
| Sierra Minit Mart | Porterville | CA | 06/2018 | 03/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2023 | 04/2024 |
| Northwestern Mutual Investment Services Llc | Sacramento | CA | 01/2023 | 04/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2023 | 04/2024 |
| Lpl Financial Llc | Visalia | CA | 08/2025 | 10/2025 |
| Park Avenue Securities Llc | Sacramento | CA | 03/2024 | 08/2025 |
| Valic Financial Advisors Inc | Visalia | CA | 11/2025 | Present |
AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/17/2025 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 | 2024-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-05 |
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