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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-14 |
Branch Locations
500 West Madison Suite 2850, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Chicago | IL | 10/2022 | 05/2023 |
| Northern Trust | Chicago | IL | 10/2021 | 10/2022 |
| Associated Agencies | Rolling Meadows | IL | 05/2020 | 10/2021 |
| Lakes Community High School | Lake Villa | IL | 08/2013 | 05/2017 |
| Illinois State University | Normal | IL | 08/2017 | 05/2021 |
| Unemployed | Lake Villa | IL | 06/2017 | 07/2017 |
| J.P. Morgan Securities Llc | Chicago | IL | 07/2023 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 07/2023 | 06/2024 |
| Unemployed | Chicago | IL | 06/2023 | 06/2023 |
| Valic Financial Advisors | Houston | TX | 07/2024 | Present |
| Agia | Houston | TX | 07/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA KOHLER WATERS SPA POSITION: Spa Receptionist NATURE: Spa INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2026 ADDRESS: 2358 N Lincoln Ave, Chicago IL 60614, United States DESCRIPTION: Help schedule customers, greet customers, and check out customers after their spa experience.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-03 |
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