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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-06 |
| MD | RA | APPROVED | 2026-05-22 |
| TX | RA | APPROVED | 2025-09-12 |
| FL | RA | APPROVED | 2025-06-24 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Investment Management, Llc | Ft. Lauderdale | FL | 03/2015 | 01/2017 |
| E*Trade Securities Llc | Ft. Lauderdale | FL | 01/2017 | 03/2022 |
| E*Trade Capital Management Llc | Ft. Lauderdale | FL | 01/2017 | 03/2022 |
| E*Trade Capital Management Llc | Plantation | FL | 03/2022 | 07/2023 |
| E*Trade Securities Llc | Plantation | FL | 03/2022 | 07/2023 |
| Morgan Stanley | Plantation | FL | 01/2023 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 07/2023 | 06/2024 |
| Bank Of America, N.A. | Fort Lauderdale | FL | 09/2023 | 06/2024 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 06/2024 | 06/2025 |
| Valic Financial Advisors, Inc. | Boca Raton | FL | 06/2025 | Present |
| Agia | Houston | TX | 06/2025 | Present |
| Condo Rental | Fort Lauderdale | FL | 06/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/23/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non- Securities Insurance products for AGIA CONDO RENTAL POSITION: Landlord/Owner NATURE: Rental property (1 br condo) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2025 ADDRESS: 2015 SE 10TH AVE, APT 106, FORT LAUDERDALE FL 33316, United States DESCRIPTION: no extensive duties to manage this rental
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-06 |
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