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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-09-13 |
| GA | RA | APPROVED | 2022-09-09 |
| SC | RA | APPROVED | 2022-08-22 |
Branch Locations
3710 Landmark Drive Suite 104, Columbia, SC 29204 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 06/2020 |
| Voya Financial Advisors, Inc. | Columbia | SC | 04/2017 | 07/2018 |
| University Of South Carolina Academic Center | Columbia | SC | 08/2016 | 01/2017 |
| Terry Morris Cpa, Pa | Spartanburg | SC | 08/2018 | 12/2018 |
| Charles Schwab & Co., Inc. | Greenville | SC | 06/2020 | 08/2022 |
| Charles Schwab Bank, Ssb | Greenville | SC | 06/2020 | 08/2022 |
| Valic Financial Advisors, Inc. | Columbia | SC | 08/2022 | 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-02 |
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