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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-19 |
| OH | RA | APPROVED | 2024-11-22 |
| WV | RA | APPROVED | 2024-11-19 |
Branch Locations
400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2015 | 08/2021 |
| Modern Woodmen Of America | Rock Island | IL | 09/2021 | 12/2023 |
| Mwa Financial Services Inc | Rock Island | IL | 09/2021 | 12/2023 |
| Randolph County School | Elkins | WV | 08/2021 | 11/2023 |
| The Prudential Insurance Company Of America | Canonsburg | PA | 12/2023 | 09/2024 |
| Pruco Securities Llc | Canonsburg | PA | 12/2023 | 09/2024 |
| Valic Financial Advisor Inc | Houston | TX | 09/2024 | Present |
| Agia | Houston | TX | 10/2024 | Present |
AGIA POSITION: agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-11 |
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