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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-27 |
| PA | RA | APPROVED | 2025-10-03 |
Branch Locations
307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pennsylvania State University | University Park | PA | 08/2017 | 05/2022 |
| Automated Data Processing Inc. | Allentown | PA | 07/2022 | 12/2023 |
| Unemployed | Hellertown | PA | 05/2022 | 07/2022 |
| Unemployed | Bethlehem | PA | 01/2024 | 04/2025 |
| Lehigh Valley Phantoms Youth | Bethlehem | PA | 04/2023 | 03/2025 |
| Saucon Valley High School | Hellertown | PA | 04/2015 | 06/2017 |
| Unemployed | Hellertown | PA | 06/2017 | 08/2017 |
| Valic Financial Advisors, Inc. | Mount Laurel, | NJ | 04/2025 | Present |
| Agia | Houston | TX | 04/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities insurance products. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/28/2025 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 | 2025-10-02 |
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