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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-09-08 |
| NV | RA | APPROVED | 2025-08-24 |
| AZ | RA | APPROVED | 2025-08-05 |
| GA | RA | APPROVED | 2025-04-29 |
| VA | RA | APPROVED | 2023-10-05 |
| FL | RA | APPROVED | 2022-08-15 |
| CT | RA | APPROVED | 2021-08-31 |
| NY | RA | APPROVED | 2021-08-16 |
| SC | RA | APPROVED | 2020-08-03 |
| WI | RA | APPROVED | 2020-07-02 |
| NC | RA | APPROVED | 2020-02-13 |
| TX | RA | APPROVED | 2020-01-02 |
| RI | RA | APPROVED | 2019-03-27 |
| NJ | RA | APPROVED | 2018-08-30 |
| PA | RA | APPROVED | 2018-08-21 |
Branch Locations
1000 Wyckoff Ave 3Rd Floor Suite 307, Mahwah, NJ 07430 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferson University | Philadelphia | PA | 12/2016 | 05/2018 |
| Liberty Travel | Yardley | PA | 07/2016 | 03/2017 |
| Maplezone Sports Institute | Garnet | PA | 01/2018 | 07/2018 |
| Valic Financial Advisors, Inc. | Nashua | NH | 07/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
CHILDREN'S BOOK POSITION: Author NATURE: I wrote a children's book that has been published as an ebook. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2020 ADDRESS: 49 Kent Dr, Shirley NY 11967, United States DESCRIPTION: Wrote the book. No further involvement required moving forward. CHILDREN'S BOOK POSITION: Author NATURE: I wrote a children's book that has been published as an ebook. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2020 ADDRESS: 817 Belvidere Rd, Phillipsburg NJ 08865, United States DESCRIPTION: Wrote the book. No further involvement required moving forward. 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 VACATION RENTAL POSITION: Owner NATURE: Rental property that utilizes a management company. I do nothing other than own the property. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2025 ADDRESS: 817 Belvidere Rd, Phillipsburg NJ 08865, United States DESCRIPTION: Own the property. WHATNOT POSITION: Owner NATURE: I sell baseball cards on Whatnot, which is an app that has auction streaming. Like ebay, but with streaming. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2025 ADDRESS: 817 Belvidere Rd, Phillipsburg NJ 08865, United States DESCRIPTION: Conduct streams and sell/ship cards. M & J ESCAPES LTD POSITION: Director/Co-Owner NATURE: This company was set up purely because it was the easiest way for my friend and I to buy a property together in England. There will be no ongoing time or business commitment from me. It is just for the purchase of the property under the business name. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2026 ADDRESS: 817 Belvidere Rd, Phillipsburg NJ 08865, United States DESCRIPTION: No duties, just for real estate purchase.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-17 |
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