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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-24 |
| NC | RA | APPROVED | 2023-06-23 |
| CT | RA | APPROVED | 2022-07-07 |
| FL | RA | APPROVED | 2021-07-29 |
| PA | RA | APPROVED | 2020-01-29 |
| NJ | RA | APPROVED | 2019-05-13 |
Branch Locations
307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • 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 |
|---|---|---|---|---|
| Tiaa | Princeton | NJ | 08/2014 | 05/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Princeton | NJ | 08/2014 | 05/2019 |
| Valic Financial Advisors, Inc. | Berkeley Heights | NJ | 05/2019 | Present |
| Agia | Houston | TX | 12/2022 | Present |
AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-19 |
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