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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-07 |
| ME | RA | APPROVED | 2020-05-28 |
| NH | RA | APPROVED | 2020-05-26 |
Branch Locations
200 Summit Drive Suite 430, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gilberts Chowder House | Portland | ME | 06/2011 | 10/2016 |
| Rudy's Of The Cape | Cape Elizabeth | ME | 10/2016 | 03/2018 |
| Gilberts Chowder House | Portland | ME | 05/2019 | 09/2019 |
| Unum | Portland | ME | 03/2018 | 02/2019 |
| Mister Bagel | South Portland | ME | 04/2019 | 08/2019 |
| Valic Financials Advisors, Inc. | Wakefield | MA | 10/2019 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-16 |
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