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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-11-15 |
| VA | RA | APPROVED | 2024-01-17 |
| NC | RA | APPROVED | 2022-10-13 |
Branch Locations
1238 Huffman Mill Road Grand Oak Center, Suite Gc219, Burlington, NC 27215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 07/2015 | 05/2017 |
| Equity Services, Inc. | Winston-Salem | NC | 05/2017 | 11/2018 |
| Summit Advisory Group | Winston-Salem | NC | 05/2017 | 11/2018 |
| Massmutual Life Insurance Co | Winston Salem | NC | 11/2018 | 09/2022 |
| Mml Investors Services, Llc | Winston Salem | NC | 03/2019 | 09/2022 |
| Valic Financial Advisors, Inc. | Durham | NC | 10/2022 | 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 | 2015-12-17 |
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