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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-30 |
| WI | RA | APPROVED | 2021-06-14 |
| IL | RA | APPROVED | 2021-05-19 |
Branch Locations
1201 Winterson Road Suite 130, Linthicum Heights, MD 21090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Baltimore | MD | 01/2018 | 10/2020 |
| Morgan Stanley | Baltimore | MD | 06/2016 | 01/2018 |
| Unemployed | Chicago | IL | 10/2020 | 04/2021 |
| Valic Financial Advisors, Inc. | Linthicum Heights | MD | 05/2021 | 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 | 2018-03-14 |
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