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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Tallahassee | FL | 03/2024 | 05/2025 |
| Wells Fargo Bank, Na | Tallahassee | FL | 03/2024 | 05/2025 |
| Fifth Third Bank | Englewood | FL | 11/2013 | 09/2017 |
| Florida Community Bank | Port Charlotte | FL | 09/2017 | 12/2017 |
| Fifth Third Bank | Englewood | FL | 12/2017 | 01/2019 |
| Iberia Bank | Sarasota | FL | 01/2019 | 03/2019 |
| Charlotte State Bank | Port Charlotte | FL | 04/2019 | 04/2021 |
| Unemployed | Arcadia | FL | 04/2021 | 07/2021 |
| Fifth Third Bank | Port Charlotte | FL | 07/2021 | 05/2022 |
| Unemployed | Arcadia | FL | 05/2022 | 03/2023 |
| Seacoast Bank | Sarasota | FL | 09/2022 | 03/2023 |
| Donahue Nonprofit Solutions | Englewood | FL | 03/2023 | 03/2024 |
| Valic Financial Advisors, Inc. | Tallahassee | FL | 11/2025 | Present |
| Unemployed | Havana | FL | 05/2025 | 10/2025 |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/10/2025 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 | 2025-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-22 |
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