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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-23 |
| NC | RA | APPROVED | 2024-08-28 |
| NY | RA | APPROVED | 2021-08-16 |
| CT | RA | APPROVED | 2020-12-04 |
| TX | RA | APPROVED_RES | 2020-12-04 |
| NJ | RA | APPROVED | 2020-07-28 |
| DE | RA | APPROVED | 2020-07-24 |
| PA | RA | APPROVED | 2020-07-24 |
Branch Locations
307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cometrics Partners | New York | NY | 02/2015 | 09/2016 |
| Oberon Securities | New York | NY | 01/2017 | 04/2018 |
| Allstate Financial Services | Sterling | NJ | 10/2018 | 07/2019 |
| Aetna Insurance Co | Hartford | CT | 07/2017 | 06/2018 |
| Unemployed | Plainsboro | NJ | 10/2016 | 12/2016 |
| Unemployed | Plainsboro | NJ | 07/2018 | 10/2018 |
| Valic Financial Advisors, Inc | Berkeley Heights | NJ | 07/2019 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-19 |
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