Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-23 |
| NJ | RA | APPROVED | 2026-06-22 |
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 |
|---|---|---|---|---|
| Massmutual | Allentown | PA | 11/2015 | 08/2017 |
| Mml Investors Services | Allentown | PA | 02/2016 | 08/2017 |
| Dlp Capital Advisors Llc | Bethlehem | PA | 08/2017 | 03/2022 |
| Mass Mutual | Center Valley | PA | 02/2016 | 08/2017 |
| Key City Capital | Wayne | PA | 04/2022 | 12/2022 |
| J Alden Associates, Inc. | Wayne | PA | 12/2022 | 12/2022 |
| J. Alden Associates, Inc. | Wayne | PA | 11/2023 | 06/2024 |
| Key City Capital | Wayne | PA | 11/2023 | 07/2025 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 05/2026 | Present |
| Klotz Group Of Companies | Jacksonville | FL | 09/2025 | 01/2026 |
| Oceanview Life Ins Co | Allentown | PA | 01/2026 | 04/2026 |
| Unemployed | Allentown | PA | 01/2023 | 10/2023 |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/04/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as Agent to sell Non-Securities Insurance Products for AIGA MASS MUTUAL BROKERAGE POSITION: Broker NATURE: Renewal/Trail Commissions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/03/2017 ADDRESS: 3701, 3701 Corporate Parkway, Ste. 305, Center Valley PA 18034, United States DESCRIPTION: Last policy sold was 3/5/2025. I hold a brokerage appointment with Mass Mutual for the purpose of servicing existing clients and collect renewals of approx $4000 per year
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2010-10-05 |
Reach out to this advisor