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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-08 |
| TX | RA | APPROVED_RES | 2026-01-26 |
| ME | RA | APPROVED | 2025-07-29 |
| VA | RA | APPROVED | 2025-04-02 |
| MD | RA | APPROVED | 2024-06-04 |
| DE | RA | APPROVED | 2024-06-03 |
| FL | RA | APPROVED | 2022-02-09 |
| NY | RA | APPROVED | 2021-08-16 |
| SC | RA | APPROVED | 2021-03-25 |
| NC | RA | APPROVED | 2021-03-23 |
| NJ | RA | APPROVED | 2017-04-11 |
| PA | RA | APPROVED | 2016-12-15 |
Branch Locations
400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • United States
4905 W Tilghman Suite 300, Allentown, PA 18104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heartland Payment Systems | Allentown | PA | 06/2016 | 01/2017 |
| Valic Financial Advisors, Inc. | Pittsburgh | PA | 02/2017 | 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: 12/16/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products CALISTA BLU LTD POSITION: Management/Director NATURE: This is a short-term rental property which my wife owns. We are adding my name to the list of contacts for the property for management and decision making purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2026 ADDRESS: 7487 Woodstone Cir, Macungie PA 18062, United States DESCRIPTION: General decision making as requested by the on-site property manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-04 |
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