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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-02 |
| NJ | RA | APPROVED | 2025-04-07 |
Branch Locations
300 Connell Drive Ste 3300, Berkeley Heights, NJ 07922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tullett Prebon Financial Services Llc | New York | NY | 01/2015 | 01/2018 |
| Dinosaur Financial Group, Llc | New York | NY | 01/2018 | 04/2021 |
| Raymond James Financial Services, Inc. | Paramus | NJ | 04/2021 | 05/2022 |
| Steward Partners Global Advisory Llc | Paramus | NJ | 04/2021 | 03/2025 |
| Steward Partners Investment Solutions, Llc | Paramus | NJ | 05/2022 | 03/2025 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 04/2025 | Present |
| Agia | Houston | TX | 04/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/07/2025 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 | 2024-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-13 |
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