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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-14 |
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Saint Petersburg | FL | 10/2023 | 04/2026 |
| Independent Stock Trader | Wesley Chapel | FL | 05/2020 | 10/2023 |
| Saddlebrook Resort | Wesley Chapel | FL | 12/2017 | 04/2020 |
| Hungry Greek | Wesley Chapel | FL | 06/2016 | 11/2017 |
| Valic Financial Advisors, Inc. | Tampa | FL | 04/2026 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/06/2026 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 | 2026-05-12 |
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