Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-11-14 |
| MA | RA | APPROVED | 2024-10-15 |
| LA | RA | APPROVED | 2024-10-10 |
| AL | RA | APPROVED | 2024-10-02 |
| WA | RA | APPROVED | 2024-10-02 |
| TX | RA | APPROVED_RES | 2024-08-20 |
| AZ | RA | APPROVED | 2024-08-09 |
| VA | RA | APPROVED | 2024-05-16 |
| IL | RA | APPROVED | 2023-09-06 |
| SC | RA | APPROVED | 2023-08-29 |
| DE | RA | APPROVED | 2023-08-28 |
| GA | RA | APPROVED | 2023-08-25 |
| OR | RA | APPROVED | 2023-08-25 |
| CO | RA | APPROVED | 2023-08-24 |
| FL | RA | APPROVED | 2023-08-24 |
| IN | RA | APPROVED | 2023-08-24 |
| KY | RA | APPROVED | 2023-08-24 |
| MD | RA | APPROVED | 2023-08-24 |
| MS | RA | APPROVED | 2023-08-24 |
| MO | RA | APPROVED | 2023-08-24 |
| MT | RA | APPROVED | 2023-08-24 |
| NJ | RA | APPROVED | 2023-08-24 |
| NC | RA | APPROVED | 2023-08-24 |
| OH | RA | APPROVED | 2023-08-24 |
| PA | RA | APPROVED | 2023-08-24 |
| SD | RA | APPROVED | 2023-08-24 |
| WV | RA | APPROVED | 2023-08-24 |
| WI | RA | APPROVED | 2023-08-24 |
| CA | RA | APPROVED | 2023-08-23 |
| NE | RA | APPROVED | 2023-08-23 |
| NY | RA | APPROVED | 2023-08-23 |
| MI | RA | APPROVED | 2018-08-10 |
Branch Locations
Two Summit Park Drive Suite 500, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca Of Greater Grand Rapids | Grand Rapids | MI | 10/2017 | 12/2017 |
| Unemployed | Cadillac | MI | 04/2017 | 09/2017 |
| Weber State University | Ogden | UT | 06/2016 | 03/2017 |
| Valic Financial Advisors, Inc | Auburn Hills | MI | 02/2018 | 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-16 |
Reach out to this advisor