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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-27 |
| MA | RA | APPROVED | 2026-01-23 |
| OR | RA | APPROVED | 2026-01-02 |
| MT | RA | APPROVED | 2025-10-29 |
| DE | RA | APPROVED | 2025-09-17 |
| FL | RA | APPROVED | 2025-09-04 |
| PA | RA | APPROVED | 2025-03-17 |
| NJ | RA | APPROVED | 2025-03-04 |
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 |
|---|---|---|---|---|
| Hart Agency | Bordentown | NJ | 11/1997 | 10/2024 |
| American Portfolios Financial Services, Inc | Bordentown | NJ | 01/2002 | 10/2024 |
| Osaic Wealth, Inc. | Yardley | PA | 10/2024 | 12/2024 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 12/2024 | Present |
| Agia | Houston | TX | 12/2024 | Present |
AGIA POSITION: Agent NATURE: Non Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non securities insurance products for AGIA NOTARY POSITION: Notary NATURE: Notary Public Have never taken $$ for service. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2024 ADDRESS: 363 Chesterfield Jacobstown Rd, Wrightstown NJ 08562-1923, United States DESCRIPTION: Notary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-15 |
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