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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-03 |
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 |
|---|---|---|---|---|
| Full-Time Education | Stephenville | TX | 03/2016 | 03/2017 |
| Fox Corporate Housing | Montgomery | TX | 03/2017 | 04/2018 |
| Fedex | Cypress | TX | 04/2018 | 01/2019 |
| Full-Time Education | Stephenville | TX | 01/2019 | Present |
| Gcpaper | The Woodlands | TX | 01/2019 | 03/2020 |
| Grand Harbor Poa | Montgomery | TX | 03/2020 | 01/2021 |
| Fox Corporate Housing | Montgomery | TX | 01/2021 | 03/2023 |
| Charles Schwab & Co., Inc | Westlake | TX | 03/2023 | 08/2023 |
| Aires Relocation | Houston | TX | 08/2023 | Present |
| Valic Financial Advisor, Inc. | Houston | TX | 10/2023 | Present |
AGIA POSITION: Agent NATURE: Non Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/05/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non securities products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-02 |
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