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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-13 |
| IL | RA | APPROVED | 2025-09-24 |
| OK | RA | APPROVED | 2024-02-13 |
| IN | RA | APPROVED | 2023-05-17 |
| SD | RA | APPROVED | 2023-01-23 |
| HI | RA | APPROVED | 2023-01-19 |
| MI | RA | APPROVED | 2022-01-05 |
| NM | RA | APPROVED | 2022-01-03 |
| NY | RA | APPROVED | 2021-08-16 |
| ME | RA | APPROVED | 2021-03-08 |
| NV | RA | APPROVED | 2020-10-12 |
| AZ | RA | APPROVED | 2020-08-27 |
| WI | RA | APPROVED | 2020-07-28 |
| CO | RA | APPROVED | 2020-07-24 |
| KY | RA | APPROVED | 2019-11-18 |
| WV | RA | APPROVED | 2019-09-26 |
| RI | RA | APPROVED | 2019-09-17 |
| AR | RA | APPROVED | 2019-01-16 |
| MA | RA | APPROVED | 2018-08-23 |
| DE | RA | APPROVED | 2018-08-09 |
| GA | RA | APPROVED | 2018-08-09 |
| MO | RA | APPROVED | 2018-08-09 |
| NH | RA | APPROVED | 2018-08-09 |
| OR | RA | APPROVED | 2018-08-09 |
| TX | RA | APPROVED | 2018-08-09 |
| VT | RA | APPROVED | 2018-08-09 |
| WA | RA | APPROVED | 2018-08-09 |
| DC | RA | APPROVED | 2018-06-26 |
| FL | RA | APPROVED | 2018-05-24 |
| CA | RA | APPROVED | 2018-05-22 |
| CT | RA | APPROVED | 2018-05-22 |
| MD | RA | APPROVED | 2018-05-22 |
| NC | RA | APPROVED | 2018-05-22 |
| PA | RA | APPROVED | 2018-05-22 |
| SC | RA | APPROVED | 2018-05-22 |
| VA | RA | APPROVED | 2018-05-22 |
| OH | RA | APPROVED | 2017-09-27 |
| NJ | RA | APPROVED | 2017-05-03 |
Branch Locations
1000 Wyckoff Ave 3Rd Floor Suite 307, Mahwah, NJ 07430 • United States
1000 Wyckoff Ave 3Rd Floor Suite 313, Mahwah, NJ 07430 • United States
401 New Karner Road Ste 301, Albany, NY 12205 • United States
52 South Union Suite 101, Williamsville, NY 14221 • United States
Nassau University Medical Center 2201 Hempstead Turnpike - 5Th Floor, East Meadow, NY 11554 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Amherst | NY | 02/2016 | 03/2017 |
| Prudential Insurance Company Of America | Amherst | NY | 02/2016 | 03/2017 |
| Valic Financial Advisors, Inc. | Nashua | NH | 03/2017 | 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: 12/16/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-19 |
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