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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-07 |
| SC | RA | APPROVED | 2025-05-06 |
| AL | RA | APPROVED | 2025-05-02 |
| GA | RA | APPROVED | 2025-04-24 |
Branch Locations
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Rochester | NY | 02/2016 | 03/2018 |
| Td Ameritrade | Ithaca | NY | 03/2018 | 04/2020 |
| Fidelity Investments | Atlanta | GA | 08/2020 | 11/2024 |
| Cuna Mutual | Rochester | NY | 07/2020 | 08/2020 |
| Valic Financial Advisors, Inc. | Houston | TX | 04/2025 | Present |
| Unemployed | Ball Ground | GA | 12/2024 | 03/2025 |
| Agia | Houston | TX | 04/2025 | Present |
| Unemployed | Houston | TX | 04/2020 | 07/2020 |
AGIA POSITION: Agent NATURE: non securities insurance produces INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non securities insurance products to AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-06 |
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