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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-07-21 |
| NE | RA | APPROVED | 2026-04-28 |
| WY | RA | APPROVED | 2025-11-04 |
| VA | RA | APPROVED | 2025-03-19 |
| CO | RA | APPROVED | 2025-03-10 |
| AZ | RA | APPROVED | 2025-02-26 |
| DE | RA | APPROVED | 2025-02-03 |
| CT | RA | APPROVED | 2024-10-31 |
| OR | RA | APPROVED | 2024-10-17 |
| MN | RA | APPROVED | 2024-09-17 |
| GA | RA | APPROVED | 2024-08-15 |
| NM | RA | APPROVED | 2024-08-15 |
| UT | RA | APPROVED | 2024-08-15 |
| AL | RA | APPROVED | 2024-08-14 |
| AR | RA | APPROVED | 2024-08-14 |
| CA | RA | APPROVED | 2024-08-14 |
| IL | RA | APPROVED | 2024-08-14 |
| IN | RA | APPROVED | 2024-08-14 |
| IA | RA | APPROVED | 2024-08-14 |
| MD | RA | APPROVED | 2024-08-14 |
| MI | RA | APPROVED | 2024-08-14 |
| MO | RA | APPROVED | 2024-08-14 |
| NY | RA | APPROVED | 2024-08-14 |
| NC | RA | APPROVED | 2024-08-14 |
| PA | RA | APPROVED | 2024-08-14 |
| SC | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED | 2024-08-14 |
| FL | RA | APPROVED | 2024-06-13 |
Branch Locations
825 Thomasville Road, Tallahassee, FL 32303 • United States
4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States
17 West Government Street Suite B, Pensacola, FL 32502 • United States
4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States
2114 N.W. 40Th Terrace Suite B-1, Gainesville, FL 32605 • United States
10151 Deerwood Park Boulevard Bldg. 300, Suite 315, Jacksonville, FL 32256 • United States
3505 Lake Lynda Drive Suite 200, Orlando, FL 32817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aetna Inc | Hartford | CT | 07/1998 | 07/2018 |
| Aetna Investment Services, Inc. | Hartford | CT | 07/1998 | 07/2018 |
| Axa Distributors, Llc | Jersey City | NJ | 07/2018 | 06/2020 |
| Equitable Distributors, Llc | Jersey City | NJ | 07/2018 | 07/2023 |
| Equitable Distributors, Llc | Charlotte | NC | 07/2023 | 05/2024 |
| Valic Financial Advisors, Inc. | Houston | TX | 05/2024 | Present |
| 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: 05/06/2024 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 | 2024-05-15 |
| S65 | Uniform Investment Adviser Law Examination | 2012-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-06 |
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