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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-25 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 11/2018 | 09/2019 |
| Kellstrom Aerospace | Miami Lakes | FL | 07/2018 | 08/2018 |
| Sun Trust Robinson Humphrey | Atlanta | GA | 06/2017 | 08/2017 |
| Broadtree Partners | Winston-Salem | NC | 01/2018 | 05/2018 |
| Wake Forest University | Winston-Salem | NC | 08/2014 | 05/2018 |
| Valic Financial Advisors, Inc. | Miami | FL | 09/2019 | 10/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 10/2020 | 03/2023 |
| International Finance Bank | Miami | FL | 06/2016 | 08/2016 |
| Charles Schwab & Co., Inc. | Coral Gables | FL | 03/2023 | 05/2023 |
| Charles Schwab Bank, Ssb | Coral Gables | FL | 03/2023 | 05/2023 |
| Valic Financial Advisors, Inc. | Boca Raton | FL | 07/2023 | Present |
| Agia | Houston | TX | 07/2023 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/24/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA AMEGO PRODUCTS LLC POSITION: MEMBER (AMBR) NATURE: Has current business activity this year, I conduct my pickleball lessons and hosting pickleball tournaments under my brand "Pickle'm." Company has not filed taxes since inception. The initial intention of opening the LLC was to put a future property in the business. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 04/12/2024 ADDRESS: 10051 SW 122ND CT, MIAMI FL 33186, United States DESCRIPTION: Director and sole-owner of AMEGO Proudcts LLC. I conduct my pickleball lessons and host pickleball tournaments under my brand "Pickle'm."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-17 |
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