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Account
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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-06 |
| PA | RA | APPROVED | 2025-06-06 |
| TX | RA | APPROVED_RES | 2025-06-02 |
| SC | RA | APPROVED | 2025-01-08 |
| IL | RA | APPROVED | 2024-12-10 |
| MI | RA | APPROVED | 2024-12-09 |
| OH | RA | APPROVED | 2024-12-06 |
| FL | RA | APPROVED | 2024-11-14 |
| MD | RA | APPROVED | 2024-05-31 |
| GA | RA | APPROVED | 2018-09-26 |
| AL | RA | APPROVED | 2018-08-13 |
| KY | RA | APPROVED | 2018-08-13 |
| NC | RA | APPROVED | 2018-08-13 |
| VA | RA | APPROVED | 2018-08-13 |
| TN | RA | APPROVED | 2017-09-21 |
Branch Locations
1 Music Circle North Suite 400, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Lexington | KY | 07/2011 | 06/2017 |
| J.P. Morgan Securities Llc | Lexington | KY | 10/2012 | 06/2017 |
| Valic Financial Advisors, Inc. | Brentwood | TN | 06/2017 | 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: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-19 |
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