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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-29 |
| NJ | RA | APPROVED | 2024-08-22 |
| NC | RA | APPROVED | 2024-05-29 |
| FL | RA | APPROVED | 2024-05-16 |
| GA | RA | APPROVED | 2024-05-16 |
| IL | RA | APPROVED | 2024-05-16 |
| SC | RA | APPROVED | 2024-05-15 |
| WI | RA | APPROVED | 2024-05-15 |
| DC | RA | APPROVED | 2017-03-29 |
| MD | RA | APPROVED | 2017-03-16 |
| VA | RA | APPROVED | 2017-03-06 |
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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Linthicum | VA | 06/2014 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Pure Barre | Arlington | VA | 11/2023 | Present |
| Commonwealth Joe Coffee Roasters | Arlington | VA | 11/2023 | 06/2025 |
Washington Inner City Lacrosse Foundation. 1509 16th Street NW, Washington, DC 20036. Non-investment related. Commenced activity 1/29/18. Coach with duties which include coaching middle school girls in the skills and techniques of playing lacrosse. We work on aspects of catching/throwing, playing defense, and working on healthy life habits like exercise and healthy eating. 5% hours/month is devoted to this activity with none during securities trading hours. Rover. 2101 4th Ave, #400, Seattle, WA 98121. Non-investment related. Commenced activity 12/05/18. Dog walker with duties which include dog walking, oral distribution of animal medicines and food, house sitting. 1% hrs/mth is devoted to this activity with none during securities trading hours. NEXT LEVEL LACROSSE/MOJO SPORTS LLC POSITION: Lacrosse coach NATURE: Working with middle and high school girls on technique and skills in the game of lacrosse. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/29/2018 ADDRESS: 542 Butler Rd, Bethesda MD 20816, United States DESCRIPTION: Duties include: coaching seasonal clinics and tournaments on the weekends. Teaching skills and techniques of the game of lacrosse. 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 MONTGOMERY COUNTY PUBLIC SCHOOLS (MCPS) POSITION: Varsity Lacrosse Coach NATURE: Head varsity lacrosse coach for high school level public school entity. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 45 W Gude Dr, Rockville MD 20850, United States DESCRIPTION: Coaching and training high school girls in the sport of lacrosse.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-27 |
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