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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-04-30 |
Branch Locations
1014 Fifth Street Suite 201, Wenatchee, WA 98801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Continental Sales & Marketing, Inc | San Leandro | CA | 01/2010 | 12/2020 |
| Self Employed | San Leandro | CA | 12/2020 | 12/2023 |
| Valic Financial Advisor, Inc. | Wenatchee | WA | 12/2023 | Present |
| Agia | Houston | TX | 03/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/03/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as an agent to sell Non-Securities Insurance Products for AGIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-30 |
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