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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-01 |
| ME | RA | APPROVED | 2026-04-03 |
| OR | RA | APPROVED | 2023-12-12 |
Branch Locations
200 Summit Drive Suite 430, Burlington, MA 01803 • United States
Biddeford, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Oregon | Eugene | OR | 06/2016 | 04/2023 |
| Valic Financial Advisors, Inc | Biddeford | ME | 06/2023 | Present |
| Sidewalk Soccer | Eugene | OR | 05/2023 | 08/2024 |
| Agia | Houston | TX | 08/2023 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2023 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 | 2023-12-04 |
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