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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-24 |
Branch Locations
4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dunrite Pools | Bohemia | NY | 05/2016 | 08/2019 |
| Amalie Arena | Tampa | FL | 08/2018 | 08/2019 |
| University Of Tampa | Tampa | FL | 08/2016 | 05/2019 |
| Equitable Advisors | Tampa | FL | 05/2019 | 05/2021 |
| Unemployed | Tampa | FL | 05/2021 | 09/2021 |
| Axa Advisors Llc | Tampa | FL | 08/2019 | 06/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2021 | 02/2023 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 09/2021 | 02/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2022 | 02/2023 |
| Unemployed | Tampa | FL | 02/2023 | 05/2023 |
| Valic Financial Advisors, Inc. | Tampa | FL | 05/2023 | Present |
| Agia | Houston | TX | 10/2024 | Present |
AGIA POSITION: Agent NATURE: Non-securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-12 |
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