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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-05-04 |
| OR | RA | APPROVED | 2016-03-18 |
Branch Locations
1800 S.W. First Avenue Suite 420, Portland, OR 97201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Finanical Advisors, Inc. | Portland | OR | 03/2016 | Present |
| Agia | Houston | TX | 12/2022 | Present |
AFLAC. 1932 Wynnton Road, Columbia, GA 31999. Investment-related. This activity commenced on 03/01/1996. Duties include receiving residual income on past commissions with AFLAC. 0% hours/month is devoted to this activity including securities trading hours. CEDAR HILLS TOASTMASTER CLUB PRESIDENT POSITION: President NATURE: I am responsible for leading the Club for growth in new members, leading the executive club members in direction and setting a professional tone for the meetings. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2021 ADDRESS: 12281 NW Cornell Rd, Portland OR 97229, United States DESCRIPTION: Lead the monthly executive meeting on how to grow the club and members goals in improving their speaking skills. As club president, I open and close each meeting. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-31 |
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