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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-13 |
| CO | RA | APPROVED | 2026-05-12 |
| NJ | RA | APPROVED | 2026-02-25 |
| IL | RA | APPROVED | 2026-02-13 |
| VA | RA | APPROVED | 2025-02-18 |
| OH | RA | APPROVED | 2024-09-17 |
Branch Locations
Two Summit Park Drive Suite 500, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ohio State University | Columbus | OH | 01/2016 | 12/2018 |
| J.P. Morgan Securities Llc | Chagrin Falls | OH | 03/2023 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Chagrin Falls | OH | 03/2023 | 09/2024 |
| Rebel Financial | Groveport | OH | 05/2018 | 08/2018 |
| Kroger | Columbus | OH | 12/2016 | 08/2017 |
| Northwestern Mutual Capwell Financial Advisors / Gza Group Llc | Westlake | OH | 01/2019 | 01/2023 |
| Northwestern Mutual Investment Services Llc | Westlake | OH | 12/2018 | 01/2023 |
| Unemployed | Lorain | OH | 02/2023 | 02/2023 |
| Valic Financial Advisor,Inc | Houston | TX | 09/2024 | Present |
| Agia | Houston | TX | 09/2024 | Present |
AGIA POSITION: Agent NATURE: Non-securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/09/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-06 |
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