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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-25 |
Branch Locations
4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Fort Lauderdale | FL | 05/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Fort Myers | FL | 07/2016 | 04/2018 |
| Mml Investors Services, Llc | Fort Myers | FL | 03/2017 | 04/2018 |
| International Assets Advisory, Llc | Ft. Myers | FL | 04/2018 | 03/2019 |
| Valic Financial Advisors, Inc. | Venice | FL | 03/2019 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Jackson National. 1 Corporate Way Lansing, MI 49951. Start Date: 03/25/2019. Investment Related. 1% of time spent on outside business/none during securities trading hours. This is an active variable annuity contract with Jackson National the client is my ex-husband, the contribution amount annually is $200,000. I service the contract and receive commission for the contributions. I will not be selling any new contracts via Jackson, everything else will be AIG/VALIC. 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 | 2020-07-24 |
| S66 | Uniform Combined State Law Examination | 2006-11-14 |
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