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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-10-16 |
| WI | RA | APPROVED | 2023-10-09 |
| OH | RA | APPROVED | 2023-10-04 |
| IN | RA | APPROVED | 2023-10-03 |
| MI | RA | APPROVED | 2023-09-13 |
Branch Locations
39555 Orchard Hill Place Suite 600, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horrocks Farm Market | Lansing | MI | 02/2022 | 08/2023 |
| Michigan State University | Lansing | MI | 08/2021 | 02/2022 |
| Triple Creek Truck & Trailer Wash | Three Rivers | MI | 09/2020 | 01/2021 |
| Pizza Hut | Sturgis | MI | 01/2020 | 07/2021 |
| Klinger Lake Country Club | Sturgis | MI | 04/2017 | 08/2021 |
| White Pigeon High School | White Pigeon | MI | 08/2014 | 05/2018 |
| Valic Financial Advisors, Inc. | Carmel | IN | 09/2023 | Present |
| Agia | Houston | TX | 09/2023 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/26/2023 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 | 2023-08-22 |
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