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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| SC | RA | APPROVED | 2025-11-21 |
| AL | RA | APPROVED | 2025-08-05 |
| CA | RA | APPROVED | 2021-07-01 |
| MA | RA | APPROVED | 2020-08-25 |
| NH | RA | APPROVED | 2020-07-30 |
| FL | RA | APPROVED | 2020-06-05 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Waltham | MA | 11/2012 | 04/2017 |
| Nylife Securities, Llc | Waltham | MA | 11/2012 | 04/2017 |
| Valic Financial Advisors, Inc. | Miami | FL | 10/2017 | Present |
| Unemployed | Miami | DC | 05/2017 | 10/2017 |
| 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 | 2020-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-06 |
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