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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-02 |
| CA | RA | APPROVED | 2021-03-11 |
| TX | RA | APPROVED_RES | 2021-03-11 |
| SC | RA | APPROVED | 2021-02-04 |
| MN | RA | APPROVED | 2021-01-20 |
| NM | RA | APPROVED | 2021-01-06 |
| NC | RA | APPROVED | 2020-11-09 |
| MD | RA | APPROVED | 2020-03-02 |
| FL | RA | APPROVED | 2018-08-13 |
| GA | RA | APPROVED | 2018-03-23 |
Branch Locations
160 Clairemont Avenue Suite 200, Decatur, GA 30030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Atlanta | GA | 10/2011 | 04/2017 |
| Cetera Investment Services Llc | St.CLoud | MN | 03/2016 | 05/2017 |
| Allstate Insurance Company | Atlanta | GA | 05/2017 | 10/2017 |
| Valic Financial Advisor, Inc. | Atlanta | GA | 10/2017 | 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 | 2018-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-14 |
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