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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-05-18 |
| KY | RA | APPROVED | 2022-05-18 |
| OH | RA | APPROVED | 2022-04-12 |
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 |
|---|---|---|---|---|
| W & S Brokerage | Cincinnati | OH | 09/2021 | 02/2022 |
| Western & Southern Life | West Chester | OH | 08/2021 | 02/2022 |
| Unemployed | Mason | OH | 01/2020 | 08/2021 |
| Stone Fence Of Ohio | Trenton | OH | 09/1996 | 12/2019 |
| Valic Financial Advisors, Inc. | Independence | OH | 03/2022 | Present |
| Agia | Houston | TX | 12/2022 | 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-12 |
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