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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-04-02 |
| FL | RA | APPROVED | 2024-03-08 |
| WV | RA | APPROVED | 2022-12-21 |
| KY | RA | APPROVED | 2022-12-13 |
| PA | RA | APPROVED | 2022-12-13 |
| IN | RA | APPROVED | 2022-09-01 |
| MI | RA | APPROVED | 2022-09-01 |
| OH | RA | APPROVED | 2022-08-02 |
Branch Locations
8050 North High Street Suite 130, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase | Columbus | OH | 11/2014 | 07/2022 |
| Valic Financial Advisors, Inc. | Columbus | OH | 08/2022 | Present |
| Agia | Houston | TX | 12/2022 | Present |
OHSAA and USSF Soccer referee at multiple locations across central Ohio; not investment related; 06/2011 - present; maximum of 10 hours / week all after hours in busy season. Licensed Real Estate Agent in state of Ohio; 05/2015 - present; # of hours varies (3-4 clients per year); all after hours. Owner of 2 rental properties in central Ohio; 10/2011- present; max 5 hours per month; all after hours. Wellington Parents Association; Treasurer 9/2020 - present; VOLUNTEER; Mainly an observational position that provides transparency for the group (I do not handle money or move money. I can approve or deny requests for disbursement in a group setting only; I occasionally will suggest alternatives for responsible spending); 2 hours/month during normal business hours. 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 WELLINGTON PARENTS ASSOCIATION POSITION: President Elect NATURE: Wellington Parents Association - President Elect INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 3650 Reed Rd., Columbus OH 43220, United States DESCRIPTION: President Elect for the Parents Association. I report to the WPA President and ensure all functions of the parents association are running smoothly. LINWORTH UNITED METHODIST CHURCH POSITION: Committee Member NATURE: Lay Service Committee INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 7070 Bent Tree Blvd, Columbus OH 43235, United States DESCRIPTION: Help discuss nominations for lay members for open committee positions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-04 |
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