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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-08 |
| OR | RA | APPROVED | 2026-04-01 |
| FL | RA | APPROVED | 2025-10-29 |
| IA | RA | APPROVED | 2025-05-19 |
| MN | RA | APPROVED | 2025-03-07 |
| AZ | RA | APPROVED | 2025-02-11 |
| NV | RA | APPROVED | 2025-01-27 |
| CA | RA | APPROVED | 2024-11-15 |
Branch Locations
2650 Camino Del Rio North Ste 100, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Minnetonka | MN | 08/2019 | 07/2021 |
| White Bear Mitsubishi Motors | White Bear Lake | MN | 06/2016 | 08/2017 |
| Uw-Madison Department Of Mechanical Engineering | Madison | WI | 11/2017 | 05/2018 |
| Northwestern Mutual | Minneapolis | MN | 05/2018 | 04/2019 |
| Synerg Llc | Minneapolis | MN | 01/2018 | 04/2018 |
| School | Minneapolis | MN | 01/2002 | 05/2019 |
| Fidelity Investments | Denver | CO | 07/2021 | 06/2023 |
| Fidelity Investments | San Diego | CO | 06/2023 | 04/2024 |
| Unemployed | San Diego | CA | 04/2024 | Present |
| Valic Financial Advisor Inc | San Diego | CA | 11/2024 | Present |
| Agia | Houston | TX | 11/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/18/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA LITTLE ITALY ASSOCIATION POSITION: Board Member NATURE: This is a nonprofit for the neighborhood of Little Italy, where I live here in San Diego. I volunteer my time to assist with fundraising and connect with local businesses to sponsor the dog park. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2025 ADDRESS: 2210 Columbia St, San Diego CA 92101, United States DESCRIPTION: I spread the word about the dog park fundraising, I contact local businesses to gauge interest in sponsorship for the dog park.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-28 |
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