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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2017-09-13 |
Branch Locations
1014 Fifth Street Suite 201, Wenatchee, WA 98801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ephrata School District | Ephrata | WA | 08/2007 | 08/2017 |
| Valic Financial Advisors, Inc. | Wenatchee | WA | 09/2017 | Present |
| Pflag Wenatchee Executive Officer | Wenatchee | WA | 10/2022 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Rental Home | 212 E St Nw, Ephrata, Wa 98823 | East Wenatchee | WA | 06/2025 | Present |
PFLAG WENATCHEE EXECUTIVE OFFICER POSITION: Vice-President NATURE: Elected position for local non-profit that's mission is to support friends and family of those who identify as LQBTQ+. I will not have individual custody or control of the organizations financial accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: 815 Nelson Ave, Wenatchee WA 98801, United States DESCRIPTION: Officer ofnon-profitand am not permitted to act on behalf of the organization without the consent of the majority of board members. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products RENTAL HOME | 212 E ST NW, EPHRATA, WA 98823 POSITION: Owner NATURE: Rental of prior personal residence INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2025 ADDRESS: 626 Vista View Pl, East Wenatchee WA 98802, United States DESCRIPTION: Maintain home per lease agreement executed by Patrick Real Estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-06 |
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