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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-06-15 |
| MA | RA | APPROVED | 2018-10-02 |
| CT | RA | APPROVED | 2018-04-09 |
Branch Locations
200 Summit Drive Suite 430, Burlington, MA 01803 • United States
Fairfield, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbsc Securities Corporation | New York | NY | 01/2008 | 04/2018 |
| Valic Financial Advisors, Inc. | Nashua | NH | 04/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| 317 Via Tuscany Llc | Sarasota | FL | 03/2025 | 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 317 VIA TUSCANY LLC POSITION: Member/Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2025 ADDRESS: 317 Via Tuscany, Sarasota FL 34243, United States DESCRIPTION: 1/2 Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-15 |
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