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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-04-02 |
| DE | RA | APPROVED | 2025-08-13 |
| NY | RA | APPROVED | 2025-08-13 |
| SC | RA | APPROVED | 2025-08-01 |
| VA | RA | APPROVED | 2025-07-17 |
| FL | RA | APPROVED | 2023-11-13 |
| IL | RA | APPROVED | 2023-11-09 |
| MD | RA | APPROVED | 2023-01-13 |
| NJ | RA | APPROVED | 2021-05-06 |
| PA | RA | APPROVED | 2019-09-19 |
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 |
|---|---|---|---|---|
| Hornor Townsend And Kent Inc | Horsham | PA | 01/2015 | 11/2017 |
| Penn Mutual Life Insurance Co | Horsham | PA | 01/2015 | 11/2017 |
| Kyle Tomlinson Insurance Agency | Bel Air | MD | 07/2018 | 09/2019 |
| State Farm Vp Management Corp | Bel Air | MD | 01/2019 | 09/2019 |
| Burton Interior Construction | Kingsville | MD | 11/2017 | 07/2018 |
| Valic Financial Advisors, Inc. | Linthicum | MD | 09/2019 | Present |
| Agia | Houston | TX | 12/2022 | Present |
ST GERARD YMA POSITION: Board member NATURE: board member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 3513 Foster Ave, Baltimore MD 21224, United States DESCRIPTION: meets with other board members to plan events and govern the day to day operations 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 PERRY HALL HIGH SCHOOL POSITION: Baseball Coach NATURE: Varsity Baseball assistant INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 03/01/2023 ADDRESS: 4601 Ebenezer Rd, Perry Hall MD 21236, United States DESCRIPTION: coaching high school baseball
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-11 |
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