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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-26 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 08/2021 | 01/2023 |
| Etowah High School | Woodstock | GA | 08/2012 | 05/2017 |
| Wells Fargo Clearing Services, Llc | Marietta | GA | 01/2023 | 05/2023 |
| Play It Again Sports | Cartersville | GA | 04/2017 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 05/2023 | 08/2024 |
| Industry Pro | Woodstock | GA | 01/2020 | 05/2021 |
| Bearing Distributors Inc | Cleveland | OH | 01/2021 | 05/2021 |
| Kennesaw State University | Kennesaw | GA | 08/2017 | 05/2021 |
| Bank Of America, N.A. | Atlanta | GA | 06/2023 | 08/2024 |
| Valic Financial Advisors, Inc. | Houston | TX | 11/2024 | Present |
| Agia | Houston | TX | 11/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/11/2024 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 | 2021-11-22 |
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