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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-17 |
| NJ | RA | APPROVED | 2025-01-09 |
| VT | RA | APPROVED | 2025-01-09 |
| CT | RA | APPROVED | 2025-01-08 |
| PA | RA | APPROVED | 2025-01-08 |
| RI | RA | APPROVED | 2025-01-08 |
| NY | RA | APPROVED | 2024-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | New York | NY | 09/2016 | 05/2017 |
| Nyc Parks And Recreation | New York | NY | 06/2017 | 09/2017 |
| Student | Hamden | CT | 09/2017 | 05/2018 |
| Nyc Parks And Recreation | New York | NY | 05/2018 | 08/2018 |
| Student | Hamden | CT | 09/2018 | 05/2019 |
| Nyc Parks And Recreation | New York | NY | 05/2019 | 09/2019 |
| Student | Hamden | CT | 09/2019 | 05/2020 |
| Nyc Parks And Recreation | New York | NY | 05/2020 | 09/2020 |
| Student | Hamden | CT | 09/2020 | 05/2021 |
| Nyc Parks And Recreation | New York | NY | 05/2021 | 09/2021 |
| Unemployed | New York | NY | 09/2021 | 02/2022 |
| Frank Recruitment Group | New York | NY | 02/2022 | 11/2023 |
| Valic Financial Advisors, Inc. | Nashua | NH | 12/2023 | Present |
| Agia | Houston | TX | 02/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/19/2024 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 | 2024-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-26 |
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