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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-07-20 |
| FL | RA | APPROVED | 2025-02-19 |
Branch Locations
4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay Stage Live | Tampa | FL | 01/2022 | 01/2023 |
| Unemployed | Tampa | FL | 06/2013 | 01/2022 |
| 717 Parking Enterprises | Tampa | FL | 11/2020 | 04/2023 |
| Unemployed | Tampa | FL | 04/2023 | 07/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2023 | 10/2024 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 07/2023 | 10/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2024 | 10/2024 |
| Bill Shields Roofing | Tampa | FL | 10/2024 | 01/2025 |
| Valic Financial Advisors, Inc. | Houston | TX | 01/2025 | Present |
| Agia | Houston | TX | 01/2025 | Present |
AGIA POSITION: Agent NATURE: Non- Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/06/2025 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 | 2025-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-17 |
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