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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-16 |
| FL | RA | APPROVED | 2019-06-25 |
Branch Locations
3505 Lake Lynda Drive Suite 200, Orlando, FL 32817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2012 | 05/2019 |
| Valic Financial Advisors, Inc. | Orlando | FL | 06/2019 | Present |
| Agia | Houston | TX | 12/2022 | Present |
SECOND PROPERTY POSITION: Co-owner NATURE: A second property that we will rent out at times INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2022 ADDRESS: 1326 Shipwatch Circle, Fernandina Beach FL 32034, United States DESCRIPTION: Co-owner 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 | 2012-10-19 |
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