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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-15 |
| MN | RA | APPROVED | 2026-04-23 |
| FL | RA | APPROVED | 2026-04-14 |
| GA | RA | APPROVED | 2026-04-14 |
| IA | RA | APPROVED | 2026-04-13 |
| CA | RA | APPROVED | 2026-03-03 |
| CO | RA | APPROVED | 2026-03-03 |
| OR | RA | APPROVED | 2026-03-03 |
| WA | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED | 2025-04-18 |
Branch Locations
2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States
Rocklin, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Humble Coffee | Albuquerque | NM | 10/2023 | 12/2023 |
| 505 Spirts | Albuquerque | NM | 07/2023 | 09/2023 |
| Perenn Bakery | Reno | NV | 09/2022 | 05/2023 |
| Light House Coffee | Reno | NV | 09/2021 | 09/2022 |
| Bloom Coffee And Tea | Roseville | CA | 04/2019 | 03/2020 |
| Tillys | Roseville | CA | 06/2017 | 04/2019 |
| N/A - Unemployed | Rocklin | CA | 02/2013 | 05/2017 |
| University Of Nevada Reno | Reno | NV | 08/2020 | 08/2023 |
| Unemployed | Rocklin | CA | 03/2020 | 08/2020 |
| Valic Financial Advisors, Inc. | Houston | TX | 01/2024 | Present |
| Agia | Houston | TX | 01/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/22/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non- Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-06 |
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