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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-23 |
| AL | RA | APPROVED | 2024-08-22 |
| MD | RA | APPROVED | 2024-05-02 |
| AZ | RA | APPROVED | 2024-04-26 |
| DC | RA | APPROVED | 2024-04-26 |
| GA | RA | APPROVED | 2024-04-22 |
| OH | RA | APPROVED | 2024-04-19 |
| DE | RA | APPROVED | 2024-04-11 |
| FL | RA | APPROVED | 2024-04-11 |
| NV | RA | APPROVED | 2024-04-11 |
| NH | RA | APPROVED | 2024-04-11 |
| NC | RA | APPROVED | 2024-04-11 |
| CA | RA | APPROVED | 2024-04-10 |
| CO | RA | APPROVED | 2024-04-10 |
| CT | RA | APPROVED | 2024-04-10 |
| ME | RA | APPROVED | 2024-04-10 |
| NY | RA | APPROVED | 2024-04-10 |
| SC | RA | APPROVED | 2024-04-10 |
| TX | RA | APPROVED_RES | 2024-04-10 |
| VA | RA | APPROVED | 2024-04-10 |
| WA | RA | APPROVED | 2024-04-10 |
| NJ | RA | APPROVED | 2024-04-02 |
| PA | RA | APPROVED | 2024-04-02 |
Branch Locations
307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • United States
300 Connell Drive Ste 3300, Berkeley Heights, NJ 07922 • United States
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 |
|---|---|---|---|---|
| Axa Distributors, Llc | New York | NY | 01/2013 | 01/2020 |
| Axa Advisors, Llc | New York | NY | 02/2014 | 01/2020 |
| Axa Equitable | New York | NY | 01/2013 | 01/2020 |
| Unemployed | Bayville | NJ | 01/2020 | 08/2020 |
| Equitable Advisors Llc | New York | NY | 09/2020 | 03/2024 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 03/2024 | Present |
| Agia | Houston | TX | 04/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2024 ADDRESS: 229 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-11 |
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