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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-21 |
Branch Locations
500 West Madison Suite 2850, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glenbrook School District 225 | Glenview | IL | 07/2014 | 06/2024 |
| Valic Financial Advisor, Inc | Houston | TX | 08/2024 | Present |
| Agia | Houston | TX | 09/2024 | Present |
| Vital Network | St. Paul | MN | 07/2024 | 11/2025 |
AGIA POSITION: Agent NATURE: Non-securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/02/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-securities Insurance products for AGIA SALT: SERVICE AND LEARNING TOGETHER POSITION: Vice-President NATURE: SaLT provides service activities and events for local high school students in the Highland Park, IL, area. Events range from addressing food insecurity, providing tutoring to elementary school students, and sending packages of encouragement to other communities in crisis. SaLT also partners with a student travel company to facilitate service-learning trips to city such as New Orleans, Orlando, Juneau, and San Juan. I am a voting member of the board and service as vice-president and sponsor. SaLT has no paid employees. All board members and officers are volunteer only. Free rent in unused spaces is provided by local property owners. The annual budget is under $50,000 and is provided by private donations, grants, and fundraising. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2021 ADDRESS: 1215 North Ave., Highland Park IL 60035, United States DESCRIPTION: As vice-president and sponsor, I work with the board and student leaders to determine projects and efforts. I solicit donations, write grants, and conduct fundraising events. I plan and organize service events. I supervise all student participation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-19 |
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