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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-04 |
| SC | RA | APPROVED | 2025-09-03 |
Branch Locations
3211 Shannon Road Suite 600, Durham, NC 27707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Greenville | SC | 11/2023 | 08/2025 |
| Wells Fargo Bank, Na | Greenville | SC | 11/2023 | 08/2025 |
| Northwestern Mutual | Greenville | SC | 05/2023 | 10/2023 |
| M & M Income Tax Service | Greenville | SC | 11/2013 | 05/2023 |
| Valic Financial Advisors | Greenville | SC | 09/2025 | Present |
| Agia | Houston | TX | 07/2025 | Present |
AGIA POSITION: Agent NATURE: Non - securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/21/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non - securities insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-04 |
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