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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-16 |
| DE | RA | APPROVED | 2020-05-21 |
| MD | RA | APPROVED | 2020-05-21 |
| NJ | RA | APPROVED | 2019-10-08 |
| PA | RA | APPROVED | 2019-07-08 |
Branch Locations
4905 W Tilghman Suite 300, Allentown, PA 18104 • United States
400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northampton Country Club | Easton | PA | 10/2016 | 09/2018 |
| Nazareth Area School District | Nazareth | PA | 08/2005 | 10/2016 |
| Valic Financial Advisors, Inc. | Pittsburgh | PA | 09/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
NORTHAMPTON COUNTRY CLUB POSITION: Bartender NATURE: I work as a bartender on weekends for this country club. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2016 ADDRESS: 5049 William Penn Hwy, Easton PA 18045, United States DESCRIPTION: I take reservations, make cocktails, and assist the members in submitting food orders at the bar. 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 2019-06-05 |
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