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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-02-04 |
Branch Locations
500 West Madison Suite 2850, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2015 | 01/2020 |
| The Prudential Insurance Company Of America | Downers Grove | IL | 01/2020 | 01/2021 |
| Pruco Securities, Llc | Downers Grove | IL | 01/2020 | 01/2021 |
| Valic Financial Advisors, Inc. | Chicago | IL | 02/2021 | Present |
| Agia | Houston | TX | 12/2022 | Present |
GREYSTONE RESERVES LLC POSITION: Co-Owner NATURE: Real Estate Development Rental and Leasing Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 09/22/2020 ADDRESS: 870 W. Buckingham Pl., Chicago IL 60657, United States DESCRIPTION: Maintain building cleanliness, collect rent; pay mortgage 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 | 2016-01-13 |
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