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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-07-27 |
| IL | RA | APPROVED | 2024-03-04 |
| WI | RA | APPROVED | 2023-03-17 |
| MI | RA | APPROVED | 2023-01-01 |
Branch Locations
39555 Orchard Hill Place Suite 600, Novi, MI 48375 • United States
Hancock, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nexteer Automotive | Saginaw | MI | 06/2016 | 01/2021 |
| Somero Enterprises | Houghton | MI | 01/2021 | 01/2023 |
| Valic Financial Advisors, Inc. | Auburn Hills | MI | 09/2022 | Present |
| Agia | Houston | TX | 01/2023 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/16/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-31 |
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