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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-25 |
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 |
|---|---|---|---|---|
| Ameriprise | Boca Raton | FL | 05/2024 | 08/2024 |
| Little Masa | Tallahassee | FL | 02/2024 | 05/2025 |
| Ameriprise | Boca Raton | FL | 05/2023 | 08/2023 |
| Advanced Consulting Group | Parkland | FL | 01/2023 | 05/2023 |
| Florida State University | Tallahassee | FL | 05/2015 | 05/2025 |
| Valic Financial Advisors, Inc. | Boca Raton | FL | 05/2025 | Present |
| Agia | Houston | TX | 06/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/02/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-22 |
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