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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-27 |
| NJ | RA | APPROVED | 2025-11-05 |
| PA | RA | APPROVED | 2025-10-20 |
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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Bala Cynwyd | PA | 04/2012 | 05/2017 |
| Massmutual Financial Group | Bala Cynwyd | PA | 04/2012 | 05/2017 |
| M Holdings Securities, Inc. | Media | PA | 05/2017 | 05/2018 |
| M Financial Group | Media | PA | 05/2017 | 05/2018 |
| Wealth Enhancement Group | Malvern | PA | 05/2018 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Conshohocken | PA | 02/2020 | 11/2022 |
| Merrill Lynch Wealth Management | Conshohocken | PA | 02/2020 | 11/2022 |
| Mml Investors Services, Llc | Philadelphia | PA | 12/2022 | 10/2025 |
| Massmutual Life Insurance Company | Philadelphia | PA | 11/2022 | 10/2025 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 10/2025 | Present |
AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/20/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to see non-securities insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-16 |
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