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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-22 |
| MO | RA | APPROVED | 2025-02-22 |
Branch Locations
12312 Olive Boulevard Suite 265, St. Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Myrtle Beach | SC | 07/2021 | 07/2022 |
| Greenwich Racquet Club | Cos Cob | CT | 05/2021 | 07/2021 |
| Grande Dunes Tennis Club | Myrtle Beach | SC | 08/2020 | 05/2021 |
| Coastal Carolina University | Conway | SC | 09/2019 | 05/2021 |
| Coastal Carolina University | Conway | SC | 01/2019 | 12/2019 |
| Unemployed | Myrtle Beach | SC | 05/2020 | 08/2020 |
| Coastal Carolina University | Conway | SC | 01/2017 | 05/2021 |
| Unemployed | Lima | 01/2016 | 12/2016 | |
| Unemployed | Lima | 08/2022 | 07/2023 | |
| Graduate Student - Washington University In St. Louis | St. Louis | MO | 08/2023 | Present |
| Valic Financial Advisors, Inc. | St. Louis | MO | 11/2024 | Present |
| Agia | Houston | TX | 12/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-21 |
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