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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-21 |
| DC | RA | APPROVED | 2023-06-08 |
| AK | RA | APPROVED | 2023-06-07 |
| DE | RA | APPROVED | 2023-06-02 |
| IL | RA | APPROVED | 2023-06-01 |
| NC | RA | APPROVED | 2023-06-01 |
| MT | RA | APPROVED | 2023-05-31 |
| WA | RA | APPROVED | 2023-05-31 |
| IN | RA | APPROVED | 2023-05-30 |
| MN | RA | APPROVED | 2023-05-30 |
| NH | RA | APPROVED | 2023-05-30 |
| ND | RA | APPROVED | 2023-05-30 |
| OR | RA | APPROVED | 2023-05-30 |
| SD | RA | APPROVED | 2023-05-30 |
| GA | RA | APPROVED | 2023-05-26 |
| MI | RA | APPROVED | 2023-05-26 |
| SC | RA | APPROVED | 2023-05-26 |
| WV | RA | APPROVED | 2023-05-26 |
| AL | RA | APPROVED | 2023-05-25 |
| HI | RA | APPROVED | 2023-05-25 |
| KY | RA | APPROVED | 2023-05-25 |
| ME | RA | APPROVED | 2023-05-25 |
| MD | RA | APPROVED | 2023-05-25 |
| OH | RA | APPROVED | 2023-05-25 |
| PA | RA | APPROVED | 2023-05-25 |
| RI | RA | APPROVED | 2023-05-25 |
| VT | RA | APPROVED | 2023-05-25 |
| VA | RA | APPROVED | 2023-05-25 |
| WI | RA | APPROVED | 2023-05-25 |
| CA | RA | APPROVED | 2023-05-24 |
| CT | RA | APPROVED | 2023-05-24 |
| ID | RA | APPROVED | 2023-05-24 |
| NJ | RA | APPROVED | 2023-05-24 |
| NY | RA | APPROVED | 2023-05-24 |
| NE | RA | APPROVED | 2023-01-23 |
| OK | RA | APPROVED | 2023-01-04 |
| MS | RA | APPROVED | 2022-12-21 |
| NV | RA | APPROVED | 2022-12-21 |
| AZ | RA | APPROVED | 2022-12-20 |
| AR | RA | APPROVED | 2022-12-20 |
| LA | RA | APPROVED | 2022-12-20 |
| WY | RA | APPROVED | 2022-12-20 |
| CO | RA | APPROVED | 2022-12-19 |
| FL | RA | APPROVED | 2022-12-19 |
| IA | RA | APPROVED | 2022-12-19 |
| MO | RA | APPROVED | 2022-12-19 |
| NM | RA | APPROVED | 2022-12-19 |
| UT | RA | APPROVED | 2022-12-19 |
| KS | RA | APPROVED | 2022-12-16 |
| TX | RA | APPROVED | 2022-09-07 |
Branch Locations
2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Houston | TX | 05/2019 | 04/2020 |
| Mutual Of Omaha Insurance Company | Houston | TX | 05/2019 | 04/2020 |
| Colonial Life & Accident Insurance Company | Houston | TX | 08/2017 | 05/2019 |
| Carmax Auto Superstores | Katy | TX | 01/2017 | 08/2017 |
| Bankers Life And Casualty Company | Houston | TX | 02/2017 | 04/2017 |
| Unemployed | Houston | TX | 09/2016 | 12/2016 |
| Itt Technical Institute | Houston | TX | 06/2016 | 09/2016 |
| Allstate Life And Financial Services Llc | Houston | TX | 05/2020 | 09/2022 |
| Renewal Commissions | Houston | TX | 06/2020 | Present |
| Valic Financial Advisors, Inc. | Houston | TX | 09/2022 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Lopez Financial Resources Llc | Houston | TX | 12/2021 | 11/2023 |
RENEWAL COMMISSIONS POSITION: Agent NATURE: Renewal Commissions only INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2020 ADDRESS: 17938 Windy Canyon Ln, Houston TX 77084, United States DESCRIPTION: No Activities. This is receipt of renewal commissions only 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 MUTUAL OF OMAHA POSITION: AGENT NATURE: RECEIVING ONLY RENEWAL COMMISSIONS FROM TRANSAMERICA HEALTH PLAN, GAP FROM HEALTH PLANFOR "SID ACHARYA CARDIOLOGY PLLC" RELATED TO THEIR EMPLOYEE HEALTH INSURANCE PLAN WHICH I NO LONGER SERVICE. I ONLY RECEIVE THE RENEWAL COMMISSIONS FROM WHEN I WAS IN THE HEALTH BENEFITS BUSINESS. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2020 ADDRESS: 17938 WINDY CANYON LN, HOUSTON TX 77084, United States DESCRIPTION: RECEIVING RENEWAL COMMISSIONS FROM TRANSAMERICA GAP PLAN FOR "SID ACHARYA CARDIOLOGY PLLC" RELATED TO THEIR EMPLOYEE HEALTH INSURANCE PLAN WHICH I NO LONGER SERVICE.I ONLY RECEIVE THE RENEWAL COMMISSIONS FROM WHEN I WAS IN THE HEALTH BENEFITS BUSINESS TOASTMASTERS MEMBERSHIP POSITION: member and area director NATURE: Toastmasters is a nonprofit educational organization that builds confidence and teaches public speaking skills through a network of clubs that meet online and in person. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2006 ADDRESS: 17938 Windy Canyon Lane, Houston TX 77084, United States DESCRIPTION: As a club member my role is to participate in club meetings including sometimes leading the meetings and giving speeches to learn and build public speaking skills. My role as area director is to mentor club members and club officers in a selected group of clubs here in Houston. I am also assisting club officers and member in organizing club and area speaking contests.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 2019-06-21 |
| S66 | Uniform Combined State Law Examination | 2006-09-15 |
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