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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-13 |
| IL | RA | APPROVED | 2026-03-12 |
| MI | RA | APPROVED | 2026-03-10 |
| OH | RA | APPROVED | 2026-03-06 |
| IN | RA | APPROVED | 2021-11-22 |
Branch Locations
630 West Carmel Drive Suite 140, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purdue Federal Credit Union | West Lafayette | IN | 03/2007 | 06/2019 |
| Aig / Valic Financial Advisors | Carmel | IN | 06/2019 | 09/2021 |
| Valic Financial Advisors, Inc. | Carmel | IN | 09/2021 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Personal Touch Portrait Studio | Lafayette | IN | 04/2023 | Present |
PERSONAL TOUCH PORTRAIT STUDIO POSITION: Photographer NATURE: Client's husband has a photography studio, he is not a client. I would be helping take photos at local schools, sports, portraits. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2023 ADDRESS: 2832 Kossuth St, Lafayette IN 47904, United States DESCRIPTION: part time taking photos on occasion when help is needed if my schedule permits. Arrive at event and take pictures as specified. Only when my help is needed, not regular weekly job. I choose if I can help out or not based on my Corebridge availability. Estimated 10-12 hrs a month for1 or 2 months a year. AGIA POSITION: Agent NATURE: Non-Securities Insurance Products 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: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-22 |
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