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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-26 |
Branch Locations
300 Connell Drive Ste 3300, Berkeley Heights, NJ 07922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa N.A. | New York | NY | 01/2013 | 11/2024 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 05/2026 | Present |
| Mindful Departure Llc - Dba The Core Room | Edgewater | NJ | 12/2024 | Present |
MINDFUL DEPARTURE LLC DBA THE CORE ROOM POSITION: Owner/Operator NATURE: Owner/Operator of The Core Room, a private, appointment-only body sculpting studio located in Edgewater, NJ. Currently, approximately 5 hours per week may occur during regular business/trading hours. The business operates by appointment only, with appointments scheduled based on availability, including lunch hours, outside trading hours and weekends. Appointments can be limited to lunch hours, outside trading hours and weekends. The business is non-securities related and does not provide investment advice or financial services. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 5 START DATE: 12/07/2024 ADDRESS: 473 River Road, Suite 186, Edgewater NJ 07020, United States DESCRIPTION: Responsible for overall business oversight, strategic direction and providing body sculpting sessions to clients by appointment. Scheduling, marketing and admin functions handled by third-parties. AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/25/2026 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 | 2026-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-12 |
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