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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-09 |
Branch Locations
1 Music Circle North Suite 400, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Nashville | TN | 03/2024 | 04/2025 |
| Jimmy Johns | Knoxville | TN | 01/2020 | 04/2020 |
| Sunspot | Knoxville | TN | 08/2021 | 02/2022 |
| Valet Living | Knoxville | TN | 08/2022 | 04/2023 |
| Bread & Company | Nashville | TN | 01/2017 | 07/2017 |
| Unemployed | Nashville | TN | 07/2017 | 01/2020 |
| Unemployed | Nashville | TN | 08/2016 | 01/2017 |
| Unemployment | Nashville | TN | 04/2020 | 08/2021 |
| Unemployed | Nashville | TN | 02/2022 | 08/2022 |
| Tristate Fiancial Advisors | Nashville | TN | 04/2023 | 03/2024 |
| Trinity Wealth Securities, Llc | Nashville | TN | 09/2024 | 04/2025 |
| Unemployed | Nashville | TN | 04/2025 | 08/2025 |
| Valic Financial Advisors, Inc. | Nashville | TN | 09/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/02/2025 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 | 2024-09-04 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-28 |
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