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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-16 |
| GA | RA | APPROVED | 2019-04-15 |
| SC | RA | APPROVED | 2019-02-27 |
Branch Locations
3710 Landmark Drive Suite 104, Columbia, SC 29204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 05/2016 | 06/2017 |
| Mml Investors Services, Llc | Columbia | SC | 05/2016 | 06/2017 |
| Colonial Life | Columbia | SC | 07/2017 | 12/2018 |
| Valic Financial Advisors, Inc. | Columbia | SC | 12/2018 | 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 | 2019-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-11 |
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