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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-19 |
| ME | RA | APPROVED | 2022-01-14 |
| NY | RA | APPROVED | 2021-08-16 |
| DE | RA | APPROVED | 2020-09-30 |
| NC | RA | APPROVED | 2020-07-21 |
| VA | RA | APPROVED | 2020-06-08 |
| GA | RA | APPROVED | 2019-12-04 |
| AZ | RA | APPROVED | 2019-09-24 |
| FL | RA | APPROVED | 2019-03-26 |
| NJ | RA | APPROVED | 2019-03-26 |
| CA | RA | APPROVED | 2019-03-25 |
| CO | RA | APPROVED | 2019-03-25 |
| PA | RA | APPROVED | 2019-03-25 |
Branch Locations
307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2010 | 03/2019 |
| Northwestern Mutual Investment Services, Llc | Princeton | NJ | 10/2010 | 03/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 03/2019 |
| Valic Financial Advisors, Inc. | Berkeley Heights | NJ | 03/2019 | Present |
| Agia | Houston | TX | 12/2022 | Present |
BOYER HOLDINGS LLC POSITION: President NATURE: The LLC is for tax purposes and liability protection. I rent land to grow vegetables on. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2019 ADDRESS: 143 Pennsylvania Ave, Yardley PA 19067, United States DESCRIPTION: President COASTAL FIG COMPANY POSITION: President NATURE: Growing fig trees for wholesale and retail markets. DBA for Boyer Holdings LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2022 ADDRESS: 143 Pennsylvania Ave, Yardley PA 19067, United States DESCRIPTION: Grow figs and sell to nurseries in tri state area. 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 | 2019-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-17 |
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