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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-02-10 |
| KY | RA | APPROVED | 2024-12-04 |
| FL | RA | APPROVED | 2022-05-24 |
Branch Locations
4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 04/2013 | 07/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2019 |
| Transamerica Capital Inc | Cedar Rapids | IA | 09/2020 | 02/2022 |
| Tata Consultancy Services | Cedar Rapids | IA | 08/2020 | 02/2022 |
| Valic Financial Advisors, Inc. | Tampa | FL | 04/2022 | Present |
| Anthem | Tampa | FL | 09/2019 | 07/2020 |
| Agia | Houston | TX | 12/2022 | Present |
AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-06 |
| S65 | Uniform Investment Adviser Law Examination | 1997-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-05 |
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