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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-14 |
| MI | RA | APPROVED | 2018-04-19 |
| KY | RA | APPROVED | 2018-04-18 |
| IN | RA | APPROVED | 2018-04-17 |
| OH | RA | APPROVED | 2018-03-26 |
Branch Locations
8050 North High Street Suite 130, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center, Inc. | Clayton | OH | 08/2015 | 03/2018 |
| Ic Advisory Services, Inc. | Clayton | OH | 08/2015 | 03/2018 |
| Valic Financial Advisors, Inc. | Columbus | OH | 03/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products 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: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-23 |
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