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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-09-30 |
| AL | RA | APPROVED | 2022-04-11 |
Branch Locations
3535 Grandview Parkway Suite 200, Birmingham, AL 35243 • United States
1725 Pine Street, Montgomery, AL 36106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aflac | Birmingham | AL | 04/2002 | 04/2022 |
| The Jeffrey Matthews Financial Group. Llc | Mobile | AL | 06/2021 | 04/2022 |
| Valic Financial Advisors, Inc. | Birmingham | AL | 04/2022 | Present |
| Workite Communications Arthur Gallagher & Co | Tallahassee | FL | 09/2013 | 04/2022 |
| Mds Medical Supply | Birmingham | AL | 01/2015 | 09/2016 |
| Worksmart Enrollment Llc | Birmingham | AL | 02/2018 | 04/2022 |
| Milner Group | Lawrenceville | GA | 01/2008 | 04/2022 |
| 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-02 |
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