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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-14 |
Branch Locations
15305 Dallas Parkway 12Th Floor, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National Bank Of Texas | Terrell | TX | 06/2021 | 01/2022 |
| Innovation First International, Inc | Greenville | TX | 02/2020 | 05/2020 |
| Texas A&M University Commerce | Commerce | TX | 08/2018 | 08/2021 |
| Enterprise Holdings, Inc | Dallas | TX | 07/2018 | 01/2020 |
| Dallas College (Eastfield) | Mesquite | TX | 06/2019 | 06/2020 |
| Harris Group Investments Company (7- Eleven) | Forney | TX | 05/2018 | 07/2018 |
| Marsden South Llc (Aztec Facility Management) | Huntsville | TX | 09/2017 | 05/2018 |
| Sam Houston State University | Huntsville | TX | 08/2017 | 05/2018 |
| Eym Group, Inc (Denny's Diner) | Dallas | TX | 07/2017 | 09/2017 |
| Dallas College (Richland) | Dallas | TX | 08/2016 | 06/2017 |
| Eym Group, Inc (Denny's Diner) | Dallas | TX | 03/2017 | 06/2017 |
| Chick Fil A | Dallas | TX | 06/2016 | 08/2016 |
| Lake Highlands High School | Dallas | TX | 08/2013 | 06/2017 |
| Fidelity Investments | Westlake | TX | 01/2022 | 01/2024 |
| Fidelity Investments | Westlake | TX | 01/2024 | 04/2025 |
| Valic Financial Advisors, | Plano | TX | 04/2025 | Present |
| Agia | Houston | TX | 04/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/14/2025 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 | 2025-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-13 |
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