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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-17 |
| MO | RA | APPROVED | 2025-01-17 |
| FL | RA | APPROVED | 2024-10-31 |
| IN | RA | APPROVED | 2022-03-21 |
| WI | RA | APPROVED | 2021-05-05 |
| IL | RA | APPROVED | 2020-08-28 |
Branch Locations
6001 West Pershing Road M&O Oss Building Room A255, Cicero, IL 60804 • United States
500 West Madison Suite 2850, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aon | Lincolnshire | IL | 06/2016 | 08/2020 |
| Sequoia Wealth Management | Hoffman Estates | IL | 03/2018 | 10/2018 |
| Valic Financial Advisors, Inc. | Chicago | IL | 08/2020 | 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 | 2018-08-28 |
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