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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-16 |
| FL | RA | APPROVED | 2025-07-30 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States
Rockledge, FL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Funds Distributor, Llc | Cleveland | OH | 03/2015 | 05/2018 |
| Pnc Capital Advisors, Ll | Cleveland | OH | 02/2015 | 05/2018 |
| Fidelity Brokerage Services Llc | Fairlawn | OH | 06/2018 | 08/2023 |
| Raymond James & Associates, Inc | Melbourne | FL | 08/2023 | 10/2023 |
| Sound Income Strategies. | Fort Lauderdale | FL | 10/2023 | 06/2025 |
| Valic Finanical Advisors, Inc. | Boca Raton | FL | 07/2025 | Present |
AGIA POSITION: Agent NATURE: Non securities insurance product INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/07/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: appointed as agent to sell non securities insurance products for AGIA TITUS 2711 POSITION: owner operator NATURE: Rental Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2025 ADDRESS: 952 Brumpton Place, Rockledge FL 32955, United States DESCRIPTION: Research properties, raise capital for purchase, value improvement, sell properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-23 |
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