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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-02 |
Branch Locations
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hometech Healthcare | Shaker Heights | OH | 05/2015 | 05/2017 |
| Aes Management | Shaker Heights | OH | 05/2017 | 08/2017 |
| Calhoun Funeral Home | Bedford Hts | OH | 05/2018 | 08/2018 |
| City Of Cleveland | Cleveland | OH | 05/2019 | 08/2019 |
| Student | Shaker Heights | OH | 08/2017 | 05/2018 |
| Student | Shaker Heights | OH | 08/2018 | 05/2019 |
| Student | Shaker Heights | OH | 08/2019 | 05/2020 |
| Nulife Fitness | Cleveland | OH | 05/2020 | 08/2020 |
| Student | Shaker Heights | OH | 08/2020 | 05/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2020 | 11/2023 |
| Northwestern Mutual Investment Services Llc | Atlanta | GA | 12/2020 | 11/2023 |
| Mml Investors Services Llc | Atlanta | GA | 01/2024 | 07/2025 |
| Massmutual Life Insurance Co | Atlanta | GA | 11/2023 | 07/2025 |
| Valic Financial Advisors, Inc. | Atlanta | GA | 06/2025 | Present |
| Agia | Houston | TX | 06/2025 | Present |
AGIA POSITION: Agent NATURE: Non-securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/02/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities Insurance products for agia
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-20 |
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