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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank Na | Bellingham | WA | 07/2019 | 03/2023 |
| J.P. Morgan Securities Llc | Bellingham | WA | 07/2019 | 03/2023 |
| J.P. Morgan Chase Bank Na | Bellingham | WA | 10/2017 | 07/2019 |
| Schwans Home Service | Bellingham | WA | 08/2015 | 10/2017 |
| Living Exponentially | Bellingham | WA | 09/2018 | 07/2022 |
| Key Bank | Tumwater | WA | 04/2023 | 09/2024 |
| Key Investment Services | Tumwater | WA | 05/2023 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Port Orchard | WA | 09/2024 | 04/2026 |
| Bank Of America, N.A. | Port Orchard | WA | 11/2024 | 04/2026 |
| Valic Financial Advisors, Inc. | Shelton | WA | 07/2026 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/13/2026 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 | 2024-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-20 |
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