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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-14 |
| AR | RA | APPROVED | 2025-11-03 |
| NV | RA | APPROVED | 2025-10-22 |
| AZ | RA | APPROVED | 2025-08-15 |
| IA | RA | APPROVED | 2025-08-15 |
| WY | RA | APPROVED | 2025-08-06 |
| CO | RA | APPROVED | 2025-08-05 |
| KS | RA | APPROVED | 2025-08-05 |
| MO | RA | APPROVED | 2025-08-05 |
| NC | RA | APPROVED | 2022-03-07 |
| SC | RA | APPROVED | 2022-03-03 |
| OK | RA | APPROVED | 2022-03-02 |
| PA | RA | APPROVED | 2022-03-02 |
| WA | RA | APPROVED | 2021-08-31 |
| NY | RA | APPROVED | 2021-08-16 |
| NM | RA | APPROVED | 2021-06-02 |
| GA | RA | APPROVED | 2019-11-20 |
| AL | RA | APPROVED | 2019-10-31 |
| LA | RA | APPROVED | 2019-10-31 |
| MS | RA | APPROVED | 2019-10-31 |
| CA | RA | APPROVED | 2019-03-07 |
| FL | RA | APPROVED | 2019-02-27 |
| TX | RA | APPROVED | 2018-03-05 |
Branch Locations
2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 10/2017 | Present |
| Dan Ferrante State Farm | Conroe | TX | 05/2016 | 10/2017 |
| Agia | Houston | TX | 12/2022 | Present |
HOPE CITY POSITION: Campus Production Director NATURE: Lead and train a team of volunteers to run audio, video and lighting during services on Sunday. 2-3 evenings/month and every Sunday. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 8562 KATY FREEWAY SUITE 120, HOUSTON TX 77024, United States DESCRIPTION: Ensure each team has the tools and training necessary to provide a distraction free worship and sermon experience. 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 HOPE CITY POSITION: Volunteer NATURE: Serve as volunteer in Tech/Production 2 Sundays per month. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 5300 W Sam Houston Pkwy N, HOUSTON TX 77041, United States DESCRIPTION: Running Cameras, Computers, Lighting and Sound equipment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-01 |
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