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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-21 |
| NV | RA | APPROVED | 2025-09-04 |
| OH | RA | APPROVED | 2025-07-21 |
| MI | RA | APPROVED | 2025-07-17 |
| PA | RA | APPROVED | 2025-03-11 |
| SC | RA | APPROVED | 2023-11-08 |
| AR | RA | APPROVED | 2023-10-12 |
| FL | RA | APPROVED | 2022-04-13 |
| IN | RA | APPROVED | 2022-04-12 |
| WI | RA | APPROVED | 2020-11-18 |
| IL | RA | APPROVED | 2019-11-20 |
| KY | RA | APPROVED | 2019-10-07 |
Branch Locations
500 West Madison Suite 2850, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third | Lake Zurich | IL | 01/2011 | 05/2019 |
| Fifth Third Securities | Lake Zurich | IL | 05/2019 | 05/2019 |
| Lpl Financial Llc | Lousiville | KY | 08/2019 | 10/2019 |
| Private Advisor Group, Llc | Morristown | NJ | 09/2019 | 10/2019 |
| Valic Financial Advisors, Inc. | Chicago | IL | 10/2019 | 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-06 |
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