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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-30 |
| WI | RA | APPROVED | 2026-07-30 |
| IL | RA | APPROVED | 2026-06-09 |
Branch Locations
500 West Madison Suite 2850, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisor, Inc. | Chicago | IL | 06/2026 | Present |
| Fidleity Investments | Jacksonville | FL | 03/2025 | 07/2025 |
| Lgcy Power | St Augustine | FL | 05/2021 | 07/2021 |
| Parrot Solar | Jacksonville | FL | 02/2021 | 03/2021 |
| Rdminnovation | Gainesville | FL | 03/2020 | 08/2020 |
| Beachcomber | St Augustine | FL | 02/2019 | 01/2020 |
| San Sebastian Winery | St Augustine | FL | 01/2019 | 01/2019 |
| Ben And Jerrys | St Augustine | FL | 10/2018 | 03/2019 |
| Whiteroom | St Augustine | FL | 09/2017 | 09/2018 |
| Flagler College | St Augustine | FL | 08/2016 | 05/2017 |
| Flagler College | St Augustine | FL | 08/2016 | 05/2020 |
| Unemployed | Jacksonville | FL | 08/2020 | 02/2021 |
| Fidelity Investments | Boston | MA | 07/2021 | 07/2025 |
| Unemployed | Jacksonville | FL | 08/2025 | 11/2025 |
| Lpl Enterprise Llc | Chicago | IL | 12/2025 | 06/2026 |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/08/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA PERSONAL WEB DEVELOPMENT PORTFOLIO POSITION: Developer / Content Creator NATURE: Maintenance of a personal, non-commercial web development portfolio for coding practice, including a site for personal music curation. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2026 ADDRESS: 1210 N state Pkwy, Chicago IL 60610, United States DESCRIPTION: Coding, web design, and writing personal music reviews. No clients, no commercial sales, and no financial transactions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-24 |
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