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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-14 |
| MD | RA | APPROVED | 2022-10-14 |
| DE | RA | APPROVED | 2022-08-16 |
| PA | RA | APPROVED | 2022-08-10 |
| NJ | RA | APPROVED | 2022-07-28 |
Branch Locations
307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Clementon | NJ | 03/2015 | 09/2016 |
| Pnc Investments Llc | Clementon | NJ | 03/2015 | 09/2016 |
| Citizens Bank | Glen Mills | PA | 10/2016 | 03/2018 |
| Pruco Securities Llc | Marlton | NJ | 03/2018 | 09/2019 |
| The Prudential Insurance Company Of America | Marlton | NJ | 03/2018 | 09/2019 |
| Massmutual Life Insurance Co | Marlton | NJ | 09/2019 | 07/2022 |
| Mml Investors Services, Llc | Marlton | NJ | 10/2019 | 07/2022 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 07/2022 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Trent Cole Camp | Glassboro | NJ | 10/2023 | 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 TRENT COLE CAMP POSITION: Football Coach NATURE: I worked a camp football camp for Trent Cole and because I have helped him in the past he wanted to pay me. It was two nights from 6-9 at night. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2023 ADDRESS: Carpenter St, Glassboro NJ 08028, United States DESCRIPTION: I helped high school kids with football techniques, ran drills and taught them different football techniques.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-07 |
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