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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-31 |
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 |
|---|---|---|---|---|
| Memorail Home Health Services | Hollywood | FL | 09/2011 | Present |
| Valic Financial Advisors, Inc. | Miami | FL | 07/2016 | Present |
| Agia | Houston | TX | 12/2022 | Present |
EXCEL WELLNESS & REHAB SVS POSITION: Occupational Therapist NATURE: Pediatric therapy service practice INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2021 ADDRESS: 10031 pines Blvd, Suite 217, Pembroke Pines FL 33024, United States DESCRIPTION: Provide occupational therapy treatment to school age children two evenings per wk and wkends 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 | 2018-01-30 |
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