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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-18 |
| WY | RA | APPROVED | 2025-07-14 |
| MN | RA | APPROVED | 2025-04-02 |
| ID | RA | APPROVED | 2025-02-27 |
| WV | RA | APPROVED | 2024-12-03 |
| TN | RA | APPROVED | 2024-12-02 |
| NM | RA | APPROVED | 2024-09-30 |
| WI | RA | APPROVED | 2024-03-15 |
| WA | RA | APPROVED | 2023-12-05 |
| DC | RA | APPROVED | 2023-06-05 |
| AZ | RA | APPROVED | 2023-05-01 |
| GA | RA | APPROVED | 2023-04-19 |
| FL | RA | APPROVED | 2023-04-18 |
| NJ | RA | APPROVED | 2023-04-18 |
| OH | RA | APPROVED | 2023-04-18 |
| UT | RA | APPROVED | 2023-04-18 |
| AL | RA | APPROVED | 2023-04-17 |
| AR | RA | APPROVED | 2023-04-17 |
| CA | RA | APPROVED | 2023-04-17 |
| CO | RA | APPROVED | 2023-04-17 |
| IN | RA | APPROVED | 2023-04-17 |
| KS | RA | APPROVED | 2023-04-17 |
| KY | RA | APPROVED | 2023-04-17 |
| LA | RA | APPROVED | 2023-04-17 |
| ME | RA | APPROVED | 2023-04-17 |
| MD | RA | APPROVED | 2023-04-17 |
| MI | RA | APPROVED | 2023-04-17 |
| MS | RA | APPROVED | 2023-04-17 |
| MO | RA | APPROVED | 2023-04-17 |
| NH | RA | APPROVED | 2023-04-17 |
| NC | RA | APPROVED | 2023-04-17 |
| OR | RA | APPROVED | 2023-04-17 |
| PA | RA | APPROVED | 2023-04-17 |
| SC | RA | APPROVED | 2023-04-17 |
| TX | RA | APPROVED | 2023-04-17 |
| VA | RA | APPROVED | 2023-04-17 |
| IL | RA | APPROVED | 2023-04-10 |
Branch Locations
Hardin County General Hospital 935 Wayne Rd, Savannah, TN 38372 • United States
1 Music Circle North Suite 400, Nashville, TN 37203 • United States
3535 Grandview Parkway Suite 200, Birmingham, AL 35243 • United States
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
124 Bragg Avenue Suite A, Auburn, AL 36830 • United States
1 Music Circle North Suite 400, Nashville, TN 37203 • United States
1 Music Circle North Suite 400, Nashville, TN 37203 • United States
1005 Dr. Db Todd Jr. Blvd, Nashville, TN 37208 • United States
315 W Hickory Street, Sylacauga, AL 35150 • United States
1725 Pine Street, Montgomery, AL 36106 • United States
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Oakbrook | IL | 05/2004 | 07/2017 |
| Allstate Insurance Co | St Charles | IL | 01/2018 | 12/2019 |
| Knox Insurance Agency Inc | St Charles | IL | 01/2018 | 12/2019 |
| Unemployed | Plainfield | IL | 07/2017 | 01/2018 |
| Allstate Insurance Agency | Plainfield | IL | 03/2020 | 03/2023 |
| Securities Training Corporation | New York | NY | 05/2021 | Present |
| Valic Financial Advisors, Inc. | Birmingham | AL | 04/2023 | Present |
| Securities Training Corporation | New York | NY | 06/2021 | Present |
| Agia | Houston | TX | 04/2023 | Present |
SECURITIES TRAINING CORPORATION POSITION: Instructor NATURE: The company provides preparatory materials and classes for individuals preparing for insurance and securities licensing. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/05/2021 ADDRESS: 123 William St, 7th Floor, New York NY 10038, United States DESCRIPTION: As an independent contractor I am engaged on a project basis. I teach classes, occasionally write and review content, for courses. I also provide one on one tutoring for students. This is done onthe occasional evening and weekend. AGIA POSITION: Agent NATURE: Non-Securities Insurance Products. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/03/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-27 |
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