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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-05-15 |
| MD | RA | APPROVED | 2023-04-12 |
| VA | RA | APPROVED | 2023-03-01 |
Branch Locations
10800 Midlothian Turnpike Suite 200, North Chesterfield, VA 23235 • United States
Alexandria, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya | Fairfax | VA | 02/2014 | 02/2023 |
| Voya Financial Advisors | Fairfax | VA | 01/2015 | 02/2023 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 02/2023 | Present |
| Agia | Houston | TX | 02/2023 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/27/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-31 |
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