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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-13 |
Branch Locations
15305 Dallas Parkway 12Th Floor, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpmg, Llp | Houston | TX | 01/2022 | 04/2023 |
| University Of Mississippi Athletics Business Office | Oxford | MS | 03/2021 | 05/2021 |
| Kpmg, Llp | Houston | TX | 01/2020 | 03/2020 |
| University Of Mississippi | Oxford | MS | 06/2016 | 12/2021 |
| Valic Financial Advisors, Inc. | Houston | TX | 04/2023 | Present |
| Agia | Houston | TX | 04/2023 | Present |
AGIA POSITION: Agent NATURE: Non Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-28 |
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