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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-17 |
| ID | RA | APPROVED | 2020-12-18 |
| UT | RA | APPROVED | 2019-04-09 |
Branch Locations
420 East South Temple Suite 430, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilkinson Supply Inc | Ogden | UT | 11/2014 | Present |
| Valic Financial Advisors, Inc. | Salt Lake City | UT | 10/2017 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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 I D'ECLAIR POSITION: Assistant/co baker NATURE: My husband and I will be selling baked goods from our home as a hobby. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2020 ADDRESS: 3416 Hidden Meadow Cir, Mountain Green UT 84050, United States DESCRIPTION: Owners and producers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-25 |
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