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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-17 |
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 |
|---|---|---|---|---|
| Safco | Houston | TX | 04/2023 | 01/2024 |
| Mechanics Bank Auto Finance | Irvine | CA | 03/2019 | 02/2023 |
| Wells Fargo Auto | San Francisco | CA | 06/2017 | 03/2019 |
| Capital One Auto Finance | Plano | TX | 09/2012 | 03/2017 |
| Valic Financial Advisors, Inc. | Houston | TX | 03/2024 | Present |
| Unemployed | Houston | TX | 01/2024 | 02/2024 |
| Unemployed | Houston | TX | 03/2023 | 04/2023 |
| Unemployed | Plano | TX | 04/2017 | 05/2017 |
| Agia | Houston | TX | 03/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/04/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-17 |
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