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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-01 |
| AR | RA | APPROVED | 2024-06-13 |
| IL | RA | APPROVED | 2024-06-13 |
| KS | RA | APPROVED | 2024-06-13 |
| MO | RA | APPROVED | 2024-05-21 |
Branch Locations
12312 Olive Boulevard Suite 265, St. Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | St. Louis Central | MO | 07/2014 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | St. Louis Central | MO | 07/2014 | 11/2020 |
| The Vanguard Group, Inc. | Charlotte | NC | 11/2020 | 01/2024 |
| Valic Financial Advisors, Inc. | Houston | TX | 05/2024 | Present |
| Unemployed | Charlotte | NC | 01/2024 | 04/2024 |
| Agia | Houston | TX | 05/2024 | Present |
AGIA POSITION: Agent NATURE: Non securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/20/2024 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 | 2002-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-01 |
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