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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-02-20 |
| MO | RA | APPROVED | 2025-12-05 |
Branch Locations
13220 Metcalf Suite 360, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jimmy Johns | Lees Summit | MO | 05/2020 | 08/2020 |
| Lees Summit West High School | Lees Summit | MO | 08/2016 | 05/2021 |
| University Of Kansas | Lawrence | KS | 09/2021 | 05/2025 |
| Northwestern Mutual | Olathe | KS | 01/2024 | 04/2024 |
| Capital Investment Management | Lees Summit | MO | 06/2024 | 07/2024 |
| 49 Wealth Management Llc | Austin | TX | 06/2025 | 07/2025 |
| Unemployed | Lees Summit | MO | 05/2021 | 09/2021 |
| Valic Financial Advisors, Inc. | Overland Park | KS | 09/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-04 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-17 |
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