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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-12 |
| NH | RA | APPROVED | 2025-03-27 |
| RI | RA | APPROVED | 2025-03-27 |
| MA | RA | APPROVED | 2025-03-25 |
Branch Locations
200 Summit Drive Suite 430, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Toyota Of Dartmouth | North Dartmouth | MA | 08/2018 | 10/2024 |
| Unemployed | North Dartmouth | MA | 01/2018 | 08/2018 |
| University Of Massachusetts Amherst | Amherst | MA | 09/2015 | 12/2017 |
| Valic Financial Advisor, Inc. | Nashua | NH | 11/2024 | Present |
| Agia | Houston | TX | 11/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/04/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as an agent to sell Non-Securities Insurance Products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-11 |
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