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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-10 |
| PA | RA | APPROVED | 2024-10-10 |
| MD | RA | APPROVED | 2024-10-04 |
Branch Locations
307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Newark | DE | 06/2018 | 09/2024 |
| Massmutual Life Insurance Co | Newark | DE | 05/2018 | 09/2024 |
| Subaru Of Cherry Hill | Cherry Hill | NJ | 07/2017 | 04/2018 |
| Porter Nissan | Newark | DE | 01/2017 | 07/2017 |
| Applebees | West Chester | PA | 10/2015 | 12/2016 |
| Student | Philadelphia | PA | 06/2008 | 12/2016 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 09/2024 | Present |
| Agia | Houston | TX | 09/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/30/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-05 |
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