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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-08-22 |
| OH | RA | APPROVED | 2021-12-06 |
| TX | RA | APPROVED_RES | 2021-08-31 |
| NY | RA | APPROVED | 2021-08-16 |
| DE | RA | APPROVED | 2020-07-14 |
| CA | RA | APPROVED | 2015-12-14 |
| FL | RA | APPROVED | 2015-02-02 |
| NJ | RA | APPROVED | 2010-07-21 |
| PA | RA | APPROVED | 2010-07-21 |
Branch Locations
307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | Bedminister | NJ | 07/2010 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Mercury 5 Capital Managment | Medford | NJ | 12/2024 | Present |
Rental property. 154 Pennsbury Lane, Deptford, NJ 08096. Non-investment related. Commenced this activity 11/21/2017. Partnership with duties which include manage the property and address any issues from the tenant. Less than 1 hour/month is devoted to this activity with none during securities trading hours. CHARLOTTE HEIGHTS MANAGEMENT POSITION: Member NATURE: rental property investment with my brother, Paul. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: 5 Dover Lane, Medford NJ 08055, United States DESCRIPTION: mange rental property SMSV CAPITAL MANAGEMENT POSITION: general partner NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2021 ADDRESS: 5 Dover Lane, Medford NJ 08055, United States DESCRIPTION: We are utilizing a property manager to manage operations . Wewill give direction to property manager to facilitate operations. THOMSON PROPERTIES LLC POSITION: 50 NATURE: We sold the current rental and purchased another one. We did this to lower our risk in real estate holdings. We plan to move ownership from our individual names to an LLC for liability protection INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 5 Dover Lane, Medford NJ 08055, United States DESCRIPTION: we hired a property manager to deal with operations. all duties are executed by the property manager. 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 MERCURY 5 CAPITAL MANAGMENT POSITION: owner NATURE: rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2024 ADDRESS: 5 Dover Lane, Medford NJ 08055, United States DESCRIPTION: We are utilizing a property manager to manage operations . We will give direction to property manager to facilitateoperations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-22 |
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