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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-31 |
| NC | RA | APPROVED | 2026-07-30 |
| 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 |
|---|---|---|---|---|
| Primerica Financial Services | Houston | TX | 08/2016 | 10/2023 |
| Pfs Investments Inc. | Houston | TX | 08/2023 | 10/2023 |
| Katy Isd | Katy | TX | 08/2012 | 05/2023 |
| Valic Financial Advisors, Inc. | Houston | TX | 10/2023 | Present |
| Agia | 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: 10/30/2023 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 | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-21 |
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