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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2020-09-22 |
| NJ | RA | APPROVED | 2020-09-18 |
| PA | RA | APPROVED | 2020-08-11 |
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 |
|---|---|---|---|---|
| Transamerica Investors Securities Corp. | Doylestown | PA | 11/2015 | 12/2019 |
| Unemployed | Doylestown | PA | 01/2020 | 07/2020 |
| Valic Financial Advisors, Inc. | Berkeley Heights | NJ | 08/2020 | Present |
| Agia | Houston | TX | 12/2022 | 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-01 |
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