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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-04-08 |
| TN | RA | APPROVED | 2026-03-17 |
Branch Locations
1 Music Circle North Suite 400, Nashville , TN 37203 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portage | MI | 08/2019 | 06/2021 |
| Advia Credit Union | Parchment | MI | 06/2016 | 05/2018 |
| Alamo Township | Kalamazoo | MI | 11/2017 | 08/2019 |
| Hfg Financial Group/Lockwood Tax Center | Kalamazoo | MI | 11/2018 | 06/2019 |
| Bank Of America, N.A. | Nashville | TN | 06/2021 | 03/2026 |
| Valic Financial Advisors, Inc. | Nashville | TN | 03/2026 | Present |
ERIC CORNELL POSITION: Manager NATURE: Rental property located in Kalamazoo, MI INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 4000 Willow Belle Dr, Mount Juliet TN 37122, United States DESCRIPTION: Leasing, property management, hiring contractors for maintenance, communication with tenants. AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/16/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-04 |
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