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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-10-31 |
| FL | RA | APPROVED | 2018-10-10 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States
Port Charlotte, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oneamerica Securities | Indianapolis | IN | 05/2008 | 09/2018 |
| American United Life | Indianapolis | IN | 10/2003 | 09/2018 |
| Valic Financial Advisors, Inc. | Orlando | FL | 10/2018 | Present |
| Trent Harris | Port Charlotte | FL | 01/2013 | Present |
| Agia | Houston | TX | 12/2022 | Present |
**SALES OF PERSONAL ARTWORK AND PHOTOGRAPHS **SELF EMPLOYED: SONGWRITER/PERFORMER **AUTHOR: SELF-PUBLISHED BOOKS (FICTION AND POETRY) GREAT AMERICAN RENEWALS POSITION: Agent NATURE: Renewal Income from Fixed Annuity products that were sold before employment at AIG INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 700 Bayard St, Port Charlotte FL 33948, United States DESCRIPTION: I no longer actively sell or solicit products from this carrier and have not since joining AIG. This was not disclosed at the time of joining AIG because my prior Broker Dealer did not require it. I am disclosing now after a conversation with my DVP regarding a compliance meeting we had on 10/20/2022. I posed the question about disclosing and he advised me to go ahead and disclose now even though prior B/D did not require. ONEAMERICA RENEWALS POSITION: N/A NATURE: Renewals from Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 700 Bayard St, Port Charlotte FL 33948, United States DESCRIPTION: I no longer actively sell or solicit products from this carrier and have not since joining AIG. This was not disclosed at the time of joining AIG because my prior Broker Dealer did not require it. I am disclosing now after a conversation with my DVP regarding a compliance meeting we had on 10/20/2022. I posed the question about disclosing and he advised me to go ahead and disclose now even though prior B/D did not require. LINCOLN FINANCIAL RENEWALS POSITION: N/A NATURE: Renewals on Life Insurance and Fixed Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 700 Bayard St, Port Charlotte FL 33948, United States DESCRIPTION: I no longer actively sell or solicit products from this carrier and have not since joining AIG. This was not disclosed at the time of joining AIG because my prior Broker Dealer did not require it. I am disclosing now after a conversation with my DVP regarding a compliance meeting we had on 10/20/2022. I posed the question about disclosing and he advised me to go ahead and disclose now even though prior B/D did not require. ACCORDIA LIFE POSITION: N/A NATURE: Renewals for Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 700 Bayard St, Port Charlotte FL 33948, United States DESCRIPTION: I no longer actively sell or solicit products from this carrier and have not since joining AIG. This was not disclosed at the time of joining AIG because my prior Broker Dealer did not require it. I am disclosing now after a conversation with my DVP regarding a compliance meeting we had on 10/20/2022. I posed the question about disclosing and he advised me to go ahead and disclose now even though prior B/D did not require. TRENT HARRIS POSITION: Owner NATURE: Perform music and sell original music I have written and recorded INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 700 Bayard St, Port Charlotte FL 33948, United States DESCRIPTION: perform, write and record music TRENT HARRIS POSITION: Owner NATURE: Sale of poetry book INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2013 ADDRESS: 700 Bayard St, Port Charlotte FL 33948, United States DESCRIPTION: sales of book of original poetry 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-15 |
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