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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-05 |
| PA | RA | APPROVED | 2025-08-04 |
| NJ | RA | APPROVED | 2025-07-10 |
Branch Locations
300 Connell Drive Ste 3300, Berkeley Heights, NJ 07922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Glen Rock | NJ | 09/2023 | 02/2025 |
| Cushman & Wakefield | New York | NY | 12/2019 | 09/2023 |
| Robert Half | New York | NY | 07/2018 | 12/2019 |
| Lehigh University | Bethlehem | PA | 08/2014 | 05/2018 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 02/2025 | Present |
| Agia | Houston | TX | 05/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/12/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell NonSecurities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-23 |
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