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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-02 |
| IL | RA | APPROVED | 2021-06-02 |
| MI | RA | APPROVED | 2021-06-02 |
| IN | RA | APPROVED | 2019-12-02 |
Branch Locations
3500 Franciscan Way, Michigan City, IN 46360 • United States
400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc. | Michigan City | IN | 02/2017 | 09/2017 |
| General Insurance Services Inc | Michigan City | IN | 09/2016 | 09/2017 |
| National Life Group | Michigan City | IN | 02/2017 | 09/2017 |
| Umemployed | Laporte | IN | 05/2016 | 09/2016 |
| J.P. Morgan Securities Llc | Michigan City | IN | 05/2018 | 07/2019 |
| Jpmorgan Chase Bank, N.A. | Michigan City | IN | 05/2018 | 07/2019 |
| K Tool & Fire | Laporte | IN | 09/2017 | 05/2018 |
| Edward Jones | St.LOuis | MO | 07/2019 | 10/2019 |
| Valic Financial Advisors, Inc. | Merrillville | IN | 11/2019 | Present |
| 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-15 |
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