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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-20 |
Branch Locations
24 Greenway Plaza Ste 1725, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aflac | Houston | TX | 06/2016 | 12/2016 |
| Horace Mann Companies | Springfield | IL | 12/2016 | 10/2017 |
| Appreciation Financial | Houston | TX | 10/2017 | 01/2019 |
| Foresters Financial Services | Houston | TX | 01/2019 | 03/2019 |
| Valic Financial Advisors, Inc. | Houston | TX | 03/2019 | Present |
| Agia | Houston | TX | 12/2022 | 11/2024 |
| Voya Financial Advisors | Houston | TX | 11/2024 | Present |
INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/09/2024 ADDRESS: 2925 Richmond Ave., Suite 1200, Houston TX 77098, United States DESCRIPTION: Selling life, disability, annuity, and other fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-14 |
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