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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-07-29 |
| VA | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED_RES | 2025-06-05 |
| NH | RA | APPROVED | 2024-10-15 |
| FL | RA | APPROVED | 2021-11-08 |
| MO | RA | APPROVED | 2021-11-08 |
| SC | RA | APPROVED | 2021-11-08 |
| NC | RA | APPROVED | 2019-10-18 |
| OH | RA | APPROVED | 2019-05-03 |
| KY | RA | APPROVED | 2019-05-02 |
| DE | RA | APPROVED | 2019-02-28 |
| WV | RA | APPROVED | 2019-01-08 |
| PA | RA | APPROVED | 2018-12-17 |
Branch Locations
400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Combined Insurance | Allentown | PA | 06/2013 | 10/2018 |
| Law Offices Of Robert J. Klug, Sr. | Collegeville | PA | 05/2003 | 12/2016 |
| Uber Technologies, Inc | Philadelphia | PA | 12/2016 | Present |
| Valic Financial Advisors, Inc. | Pittsburgh | PA | 12/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
RIDE SHARE & DELIVERY SERVICES POSITION: Driver NATURE: I provide ride share and deliver (food and package) services INVESTMENT RELATED: No NUMBER OF HOURS: 14 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2019 ADDRESS: Charleston Metro Area, Charleston WV 25302, United States DESCRIPTION: I work approximately 10 to 20 hours per week providing ride share services through Lyft, Uber, DoorDash, Amazon Flex. The give rides to folks to and from events, parties, bars, restaurants, hospitals, airports or other locations for a fee as determined by the corporate provider. I do not perform these activities during the normal business/trading day. I use times in the evening and on weekends to supplement my income. 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 | 2018-12-12 |
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