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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-12 |
Branch Locations
1201 Winterson Road Suite 130, Linthicum Heights, MD 21090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foreside Fund Services, Llc | Bethesda | MD | 07/2018 | 01/2024 |
| Advisorshares Investments, Llc | Bethesda | MD | 06/2018 | 01/2024 |
| Independent Consulting | Baltimore | MD | 08/2015 | 06/2018 |
| University Of Maryland, Smith School Of Business | Washington | DC | 09/2015 | 06/2018 |
| Valic Financial Advisors, Inc. | Linthicum Heights | MD | 02/2026 | Present |
| Unemployed | Owings Mills | MD | 02/2024 | 02/2026 |
AGIA POSITION: Agent NATURE: non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/09/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securites Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-25 |
| S65 | Uniform Investment Adviser Law Examination | 2008-11-04 |
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