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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-01 |
| MA | RA | APPROVED | 2026-05-11 |
Branch Locations
200 Summit Drive Suite 430, Burlington, MA 01803 • United States
South Lee, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Financial Group | Springfield | MA | 01/2008 | 12/2020 |
| Mml Distributors, Llc | Springfield | MA | 05/2014 | 12/2020 |
| Lincoln Financial Group | Radnor | PA | 08/2021 | 05/2024 |
| Unemployed | South Lee | MA | 12/2020 | 08/2021 |
| Lincoln Financial Distributors, Inc. | Fort Wayne | IN | 05/2024 | 03/2026 |
| Valic Financial Advisors, Inc. | Wakefield | MA | 03/2026 | Present |
AGIA POSITION: Agent NATURE: Non securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/16/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as Agent to sell non securities insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-26 |
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