Best Investors
Account
Sign in
Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-16 |
| PA | RA | APPROVED | 2019-11-08 |
| NJ | RA | APPROVED | 2019-04-01 |
| CT | RA | APPROVED | 2019-03-29 |
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 |
|---|---|---|---|---|
| J P Morgan Securities Llc | New York | NY | 06/2013 | 02/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2017 | 06/2018 |
| Northwestern Mutual Investment Services Llc | New York | NY | 09/2017 | 06/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2018 | 06/2018 |
| Valic Financial Advisors, Inc. | Berkeley Heights | NJ | 06/2018 | 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-22 |
Reach out to this advisor