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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-05 |
Branch Locations
3505 Lake Lynda Drive Suite 200, Orlando, FL 32817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symmetry Financial Group | Longwood | FL | 10/2021 | 04/2023 |
| United Real Estate Preferred | Lake Mary | FL | 06/2021 | 01/2026 |
| Young Real Estate | Casselberry | FL | 02/2021 | 06/2021 |
| Vsl Production | Orlando | FL | 09/2021 | 08/2022 |
| Publix | Lake Mary | FL | 11/2018 | 02/2022 |
| Safeway | Seattle | WA | 05/2001 | 09/2018 |
| Valic Financial Advisors, Inc. | Orlando | FL | 04/2023 | Present |
| Agia | Houston | TX | 05/2021 | Present |
| Preferred Referral Partners | Lake Mary | FL | 01/2026 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA PREFERRED REFERRAL PARTNERS POSITION: Referral agent NATURE: Referral real estate business/transactions INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2026 ADDRESS: 1041 Vista Rd, Longwood FL 32750, United States DESCRIPTION: If I am approached for someone looking for real estate expertise and help with a potential transaction, I simply refer them to PRP and they are taken care of by my old brokerage, United Real Estate Preferred.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-08 |
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