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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-12-06 |
Branch Locations
8050 North High Street Suite 130, Columbus, OH 43235 • 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 |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 04/2007 | 10/2019 |
| Edward Jones | St Louis | MO | 04/2021 | 09/2024 |
| Unemployed | Columbus | OH | 11/2019 | 04/2021 |
| Unemployed | Columbus | OH | 09/2024 | 11/2024 |
| Valic Financial Advisor, Inc. | Columbus | OH | 11/2024 | Present |
| Agia | Houston | TX | 12/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/09/2024 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 | 2021-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-16 |
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