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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-10-20 |
| NC | RA | APPROVED | 2019-09-23 |
| SC | RA | APPROVED | 2018-04-16 |
Branch Locations
521 N. Mcduffie Street Suite 1, Anderson, SC 29621 • 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 |
|---|---|---|---|---|
| Unemployed | Unemployed | 08/2016 | 01/2017 | |
| American Insurance Organization | Allentown | PA | 01/2017 | 05/2017 |
| Unemployed | Unemployed | 05/2017 | 10/2017 | |
| The Cliffs | Travelers Rest | SC | 10/2017 | Present |
| Valic Financial Advisors, Inc. | Columbia | SC | 04/2018 | 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: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-28 |
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