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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-02-04 |
| UT | RA | APPROVED | 2025-02-04 |
| WA | RA | APPROVED | 2025-02-03 |
| FL | RA | APPROVED | 2024-07-23 |
| NJ | RA | APPROVED | 2024-07-23 |
| CA | RA | APPROVED | 2024-07-18 |
Branch Locations
2901 Douglas Boulevard Suite 150, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 06/2019 |
| Cfs Fire Protection | Orangevale | CA | 02/2015 | 06/2018 |
| Valic Financial Advisors, Inc. | Roseville | CA | 07/2019 | 06/2022 |
| Edward Jones | St. Louis | MO | 06/2022 | 06/2024 |
| Valic Financial Advisors, Inc. | Roseville | CA | 07/2024 | Present |
| Persona | Orangevale | CA | 06/2023 | Present |
| Agia | Houston | TX | 07/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA PERSONA POSITION: Musician/Band NATURE: song writing, recording music, playing guitar, uploading music to streaming platforms such as Spotify. We are releasing music that will be available on Spotify, Apple Music, etc. I am not anticipating that I will be making even $2,000 per year. This is approx. revenue. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 9372 Nevins Way, Orangevale CA 95662, United States DESCRIPTION: Musician/Songwriter.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-12 |
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