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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-29 |
| PA | RA | APPROVED | 2026-07-29 |
| NJ | RA | APPROVED | 2026-06-15 |
Branch Locations
307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc. | Lawrenceville | NJ | 07/2015 | 10/2016 |
| New York Life Insurance Agents | Edison | NJ | 10/2016 | 03/2019 |
| Nylife Securities Llc | Saddle Brook | NJ | 10/2016 | 03/2019 |
| Pruco Securities Llc | New York | NY | 03/2019 | 06/2020 |
| Prudential Insurance Company Of America | New York | NY | 03/2019 | 06/2020 |
| Axa Advisors, Llc | Edison | NJ | 06/2020 | 06/2020 |
| Equitable Advisors, Llc | Edison | NJ | 06/2020 | 12/2021 |
| Equity Services, Inc. | Red Bank | NJ | 01/2022 | 07/2022 |
| Integrated Financial Concepts Llc / National Life Group | Red Bank | NJ | 12/2021 | 06/2022 |
| Equitable Financial Life Insurance Co | Red Bank | NJ | 12/2020 | 12/2021 |
| David Lerner Associates | Lawrenceville | NJ | 07/2015 | 10/2016 |
| Jp Morgan Chase Bank, N.A. | Piscataway | NJ | 06/2022 | 01/2023 |
| Jp Morgan Securities, Llc | Piscataway | NJ | 06/2022 | 01/2023 |
| Wells Fargo Clearing Services, Llc | Folsom | PA | 01/2024 | 09/2025 |
| Wells Fargo Bank, Na | Folsom | PA | 01/2024 | 09/2025 |
| Unemployed | East Brunswick | NJ | 02/2023 | 01/2024 |
| Unemployed | Mt. Laurel | NJ | 09/2025 | 05/2026 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 06/2026 | Present |
AGIA POSITION: AGENT NATURE: NON SECURITIES INSURANCE PRODUCTS INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2026 ADDRESS: 2929 ALLEN PARKWAY, HOUSTON TX 77079, United States DESCRIPTION: APPOINTED AS AN AGENT TO SELL NON SECURITES INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-08 |
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