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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-05-30 |
| PA | RA | APPROVED | 2018-05-14 |
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 |
|---|---|---|---|---|
| Cco Investments | Langhorne | PA | 11/2013 | 12/2017 |
| Citizens Bank | Longhorne | PA | 11/2013 | 12/2017 |
| Santander Bank N.A. | Boston | MA | 01/2018 | 05/2018 |
| Santander Securities, Llc | Dorchester | MA | 01/2018 | 05/2018 |
| Valic Financial Advisors, Inc. | Berkeley Heights | NJ | 05/2018 | 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-05 |
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