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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-24 |
| TX | RA | APPROVED_RES | 2025-05-28 |
| GA | RA | APPROVED | 2025-01-03 |
| MO | RA | APPROVED | 2021-09-21 |
| CO | RA | APPROVED | 2021-03-15 |
| FL | RA | APPROVED | 2020-06-10 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance | Horsham | PA | 06/2017 | 07/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 10/2017 | 07/2018 |
| National Planning Corporation | Miami | FL | 01/2017 | 06/2017 |
| Unemployed | Miami | FL | 06/2016 | 01/2017 |
| Massmutual | Miami | FL | 07/2018 | 05/2019 |
| Mml Investors Services Llc | Miami | FL | 07/2018 | 05/2019 |
| Valic Financial Advisors, Inc. | Miami | FL | 05/2019 | 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 WILDCAT BAND PARENT ASSOCIATION; POSITION: Board Member NATURE: Parent Association Board for South Miami Middle School Magnet Band program; support band director with activities INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 6750 SW 60th St, Miami, FL 33143, United States DESCRIPTION: Manage volunteers, support activities and help with all performances for the band
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-06 |
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