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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-06-07 |
| NH | RA | APPROVED | 2023-07-20 |
| NY | RA | APPROVED | 2023-05-11 |
| VT | RA | APPROVED | 2023-03-29 |
| MA | RA | APPROVED | 2022-11-10 |
| CT | RA | APPROVED | 2022-08-02 |
Branch Locations
200 Summit Drive Suite 430, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca | Trumbull | CT | 06/2018 | 08/2018 |
| Unemployed | Burlington | VT | 08/2018 | 05/2019 |
| Trumbull Parks And Recreation | Trumbull | CT | 06/2019 | 08/2019 |
| Unemployed | Burlington | CT | 08/2019 | 05/2020 |
| Keurig Dr Pepper | Essex Junction | VT | 06/2020 | 08/2020 |
| Unemployed | Burlington | VT | 08/2020 | 05/2021 |
| Northwestern Mutual | Stamford | CT | 05/2021 | 08/2021 |
| Unemployed | Burlington | VT | 04/2022 | 05/2022 |
| Jpmorgan Chase | Burlington | VT | 10/2021 | 03/2022 |
| University Of Vermont - Center For Rural Studies | Burlington | VT | 10/2018 | 10/2018 |
| Let's Pretend Catering | Burlington | VT | 10/2019 | 10/2020 |
| Unemployed | Trumbull | CT | 06/2005 | 06/2018 |
| Valic Financial Advisors, Inc. | Nashua | NH | 06/2022 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Short Term Rental | Otis | MA | 10/2023 | 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 SHORT TERM RENTAL POSITION: Property Manager NATURE: My Parents own a property which I am helping them rent on AIRBNB for a 10% share of revenue. I do not have any equity in the home INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/20/2023 ADDRESS: 130 Leonard Road, Otis MA 01253, United States DESCRIPTION: I am going to run the Airbnb, including property Maintenance, finding renters, cleaning and problem solving.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-01 |
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