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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2021-10-29 |
| NY | RA | APPROVED | 2021-08-16 |
| FL | RA | APPROVED | 2019-01-09 |
| PA | RA | APPROVED | 2018-10-19 |
| NJ | RA | APPROVED | 2018-09-12 |
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 |
|---|---|---|---|---|
| Next Financial Group, Inc | Toms River | NJ | 05/2004 | 09/2018 |
| Valic Financial Advisors, Inc. | Berkeley Heights | NJ | 09/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
BOUNTIFUL PLAN LLC POSITION: owner NATURE: author / publisher of books and related materials INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2018 ADDRESS: 9 Wilson Ct, Manalapan NJ 07726, United States DESCRIPTION: author ACADEMY FOR REAL ESTATE CAREERS POSITION: Instructor NATURE: Academy for Real Estate Careers offers licensing and continuing educationfor NJ Realtors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2018 ADDRESS: 500 Highway 9, Lanoka Harbor NJ 08732, United States DESCRIPTION: Instructor for CE class ADVISORY BOARD MCVTS FINANCE ACADEMY POSITION: Board Member NATURE: Advisory board member, volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/10/2021 ADDRESS: 21 Sutton Lane, Piscataway NJ 08854, United States DESCRIPTION: Participate in advisory board meetings BATTLEGROUND HISTORICAL SOCIETY POSITION: Board Member NATURE: This is a community historical society. It's primary purpose is to preserve and maintain The Village Inn, a property located at 2 Water Street, Englishtown, NJ and included in the National Register of Historic Places, currently operating as a museum of local history. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: PO Box 61, Tennent NJ 07763, United States DESCRIPTION: Board member. 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-15 |
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