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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-08-23 |
| OR | RA | APPROVED | 2020-12-14 |
Branch Locations
1800 S.W. First Avenue Suite 420, Portland, OR 97201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2017 | 03/2019 |
| Self-Employed | Portland | OR | 07/2014 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 04/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2019 | 10/2020 |
| Valic Financial Advisors, Inc. | Portland | OR | 12/2020 | Present |
| Agia | Houston | TX | 12/2022 | Present |
EUGEN TRIFAN REAL ESTATE INVESTMENTS AND RENTALS POSITION: Co-Owner NATURE: Currently own real estate for rental. Look to purchase additional real estate properties for rental, resale orcapital appreciation. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2013 ADDRESS: 16481 NW Canton St., Portland OR 97229, United States DESCRIPTION: Oversee Property Management company. Hire alternate property management company. Identify real estate properties for investment purposes and income generation. PORTLAND CHAPTER OF AAII POSITION: Portland Chapter Secretary NATURE: Board remember of a local chapter. The main organization is a non profit organization focused on education of individuals towards towards better investing. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2020 ADDRESS: 625 N. Michigan Ave., Chicago IL 60611, United States DESCRIPTION: My activity is administrative, helping the president, VP and other board members with organizing online meetings/events, keep in touch with the members between events, connect with other volunteers and help organize the chapter, order office supplies for events. 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-09 |
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