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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-12-02 |
| ID | RA | APPROVED | 2023-08-02 |
| AZ | RA | APPROVED | 2021-05-05 |
| MI | RA | APPROVED | 2021-04-26 |
| WI | RA | APPROVED | 2021-04-23 |
| NJ | RA | APPROVED | 2021-01-28 |
| MS | RA | APPROVED | 2020-08-27 |
| CO | RA | APPROVED | 2019-12-03 |
| MO | RA | APPROVED | 2019-07-31 |
| FL | RA | APPROVED | 2019-04-15 |
| IN | RA | APPROVED | 2018-03-21 |
| OH | RA | APPROVED | 2016-09-14 |
| IL | RA | APPROVED | 2014-03-20 |
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 |
|---|---|---|---|---|
| Qu Trading | Downers Grove | IL | 12/2012 | Present |
| Valic Financial Advisors, Inc | Chicago | IL | 03/2014 | Present |
| Agia | Houston | TX | 12/2022 | Present |
CME/IMM SEAT LEASE POSITION: Owner NATURE: IMM membership @ the CME. I lease my IMM membership at the CME Exchange. This membershipremainsa source of passive income. I have been leasing since 2006. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/07/2020 ADDRESS: 2551 Cedar Hill Lane, Woodridge IL 60517, United States DESCRIPTION: Lease tends to be on a 6 month term. It can vary from a month to a year. My responsibilities are signing lease when renewing, paying membership fees, & voting for boardmembers & or committees. I have an outside party handle lease negotiation & paperwork. So minimal time will be spent on this. Say an hour a year. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-02 |
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