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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-10 |
| CA | RA | APPROVED | 2023-09-25 |
| IN | RA | APPROVED | 2022-09-14 |
| SC | RA | APPROVED | 2022-08-04 |
| GA | RA | APPROVED | 2020-08-10 |
| FL | RA | APPROVED | 2020-04-13 |
Branch Locations
653 West 8Th Street First Floor, Jacksonville, FL 32209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| None | Jacksonville | FL | 09/2018 | 12/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 09/2006 | 08/2018 |
| Td Ameritrade | Gainesville | FL | 12/2018 | 09/2019 |
| Hr Block | Callahan | FL | 11/2019 | 02/2020 |
| Valic Financial Advisors, Inc. | Jacksonville | FL | 03/2020 | Present |
| 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 SHIPPO GROUP POSITION: Owner NATURE: resale of vintage and antiques INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2025 ADDRESS: 86058 Railway Place, Yulee FL 32097, United States DESCRIPTION: I am co-owner with daughter of business reselling vintage and antiques.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-14 |
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