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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-02-20 |
| MA | RA | APPROVED | 2026-01-13 |
| AZ | RA | APPROVED | 2025-12-10 |
| ME | RA | APPROVED | 2025-12-10 |
| OK | RA | APPROVED | 2025-12-02 |
| WY | RA | APPROVED | 2025-12-02 |
| AR | RA | APPROVED | 2025-12-01 |
| ND | RA | APPROVED | 2025-12-01 |
| MT | RA | APPROVED | 2025-11-28 |
| NJ | RA | APPROVED | 2025-11-28 |
| KY | RA | APPROVED | 2025-11-26 |
| MI | RA | APPROVED | 2025-11-26 |
| MS | RA | APPROVED | 2025-11-26 |
| NV | RA | APPROVED | 2025-11-26 |
| DE | RA | APPROVED | 2025-11-25 |
| IL | RA | APPROVED | 2025-11-25 |
| IA | RA | APPROVED | 2025-11-25 |
| LA | RA | APPROVED | 2025-11-25 |
| MN | RA | APPROVED | 2025-11-25 |
| MO | RA | APPROVED | 2025-11-25 |
| NM | RA | APPROVED | 2025-11-25 |
| OR | RA | APPROVED | 2025-11-25 |
| PA | RA | APPROVED | 2025-11-25 |
| RI | RA | APPROVED | 2025-11-25 |
| WI | RA | APPROVED | 2025-11-25 |
| CA | RA | APPROVED | 2025-11-24 |
| CO | RA | APPROVED | 2025-11-24 |
| CT | RA | APPROVED | 2025-11-24 |
| ID | RA | APPROVED | 2025-11-24 |
| IN | RA | APPROVED | 2025-11-24 |
| KS | RA | APPROVED | 2025-11-24 |
| MD | RA | APPROVED | 2025-11-24 |
| NE | RA | APPROVED | 2025-11-24 |
| NH | RA | APPROVED | 2025-11-24 |
| NY | RA | APPROVED | 2025-11-24 |
| OH | RA | APPROVED | 2025-11-24 |
| SD | RA | APPROVED | 2025-11-24 |
| UT | RA | APPROVED | 2025-11-24 |
| VT | RA | APPROVED | 2025-11-24 |
| VA | RA | APPROVED | 2025-11-24 |
| WA | RA | APPROVED | 2025-11-24 |
| WV | RA | APPROVED | 2025-11-24 |
| FL | RA | APPROVED | 2024-11-20 |
| GA | RA | APPROVED | 2024-11-20 |
| AL | RA | APPROVED | 2024-11-19 |
| NC | RA | APPROVED | 2024-11-19 |
| SC | RA | APPROVED | 2024-11-19 |
| TX | RA | APPROVED | 2023-10-17 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States
Waynesville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Houston | TX | 05/2021 | 07/2023 |
| United Surgical Partners International | Houston | TX | 09/2019 | 05/2021 |
| N/A | Houston | TX | 03/2019 | 09/2019 |
| Md Anderson Cancer Center | Houston | TX | 03/2018 | 03/2019 |
| Houston Methodist | Houston | TX | 05/2016 | 02/2018 |
| Valic Financial Advisors, Inc. | Houston | TX | 07/2023 | Present |
| Agia | Houston | TX | 07/2023 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/10/2023 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 | 2023-10-17 |
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