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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-16 |
Branch Locations
Two Summit Park Drive Suite 500, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ashland University | Ashland | OH | 10/2018 | 05/2019 |
| The Daily Record | Wooster | OH | 05/2019 | 09/2019 |
| Westfield Country Club | Westfield Center | OH | 06/2015 | 11/2019 |
| Whitaker-Myers | Wooster | OH | 07/2020 | 07/2020 |
| Whitaker-Myers Wealth Managers, Ltd. | Wooster | OH | 07/2020 | 09/2022 |
| Unemployed/Student | Westfield Center | OH | 11/2019 | 07/2020 |
| Valic Financial Advisors, Inc. | Independence | OH | 03/2023 | Present |
| Unemployed | Wooster | OH | 09/2022 | 02/2023 |
| Aiga | Houston | TX | 06/2023 | Present |
AIGA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/06/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities insurance products for AIGA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-10 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-12 |
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