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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-10-13 |
| MI | RA | APPROVED | 2021-10-05 |
| CA | RA | APPROVED | 2021-10-04 |
| CT | RA | APPROVED | 2021-10-04 |
| FL | RA | APPROVED | 2021-10-04 |
| OH | RA | APPROVED | 2021-10-04 |
| TX | RA | APPROVED_RES | 2021-10-04 |
| IN | RA | APPROVED | 2020-08-26 |
| MO | RA | APPROVED | 2020-08-26 |
| WI | RA | APPROVED | 2020-08-26 |
| IL | RA | APPROVED | 2020-02-11 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orland Park | IL | 06/2018 | 12/2019 |
| Aldi | Homer Glen | IL | 08/2016 | 06/2018 |
| Bank Of America, N.A. | Orland Park | IL | 08/2018 | 12/2019 |
| Valic Financial Advisors, Inc | Chicago | IL | 02/2020 | 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-24 |
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