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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-12 |
| KS | RA | APPROVED | 2026-06-10 |
| IA | RA | APPROVED | 2025-06-19 |
| FL | RA | APPROVED | 2022-08-01 |
| TX | RA | APPROVED | 2018-01-17 |
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 |
|---|---|---|---|---|
| West Dallas Community School | Dallas | TX | 07/2012 | 07/2017 |
| Valic Financial Advisors, Inc. | Plano | TX | 10/2017 | Present |
| Agia | Houston | TX | 12/2022 | Present |
THE ADVENT TABLE POSITION: None NATURE: This started from a project intended for our family but others learned of it and offered to buy it from my wife. The Advent Table is a Devotional designed to help families prepare spiritually and emotionally for Christmas by engaging in a weekly activity around the Advent tradition. She developed a book and has a Facebook page. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2010 ADDRESS: 429 Love Bird Lan, Murphy TX 75094, United States DESCRIPTION: As spouse, I have edited her writing and offered advice/feedback on content, aesthetics of Advent Devotional book and Facebook page. To err on the side of caution I am reporting this activity though I have no formal role, take no compensation, and any money my wife has received has only covered costs at this point. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-09 |
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