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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-09 |
| PA | RA | APPROVED | 2026-03-06 |
| OH | RA | APPROVED | 2026-02-03 |
Branch Locations
Two Summit Park Drive Suite 500, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Universal Windows Direct | Akron | OH | 01/2015 | 01/2018 |
| The Milestone Center | Barberton | OH | 01/2018 | 03/2019 |
| Western Southern Life | Norton | OH | 03/2019 | 09/2019 |
| W&S Brokerage Services | Cincinnati | OH | 07/2019 | 09/2019 |
| Axa Advisors, Llc | New York | NY | 09/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2019 | 03/2022 |
| Charles Schwab & Co., Inc | Fairlawn | OH | 03/2022 | 11/2025 |
| Charles Schwab Bank Ssb | Fairlawn | OH | 03/2022 | 11/2025 |
| Valic Financial Advisor, Inc. | Independence | OH | 01/2026 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/26/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as an agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-24 |
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