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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-28 |
| CO | RA | APPROVED | 2025-12-08 |
| SC | RA | APPROVED | 2024-08-19 |
| MS | RA | APPROVED | 2024-08-01 |
| OH | RA | APPROVED | 2024-05-08 |
| MD | RA | APPROVED | 2023-01-18 |
| NM | RA | APPROVED | 2022-12-08 |
| VA | RA | APPROVED | 2022-01-06 |
| FL | RA | APPROVED | 2013-03-27 |
| GA | RA | APPROVED | 2003-02-06 |
| AL | RA | APPROVED | 2001-02-19 |
Branch Locations
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Atlanta | GA | 05/1999 | Present |
| Agia | Houston | TX | 12/2022 | Present |
RENTAL PROPERTY IN FLORIDA POSITION: Owner NATURE: My wife and I purchased this property with money she received from an inheritance with her grandmother died. We rentit out to offset expenses for the loan we have on the balance, and also to pay the HOA fees. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/24/2020 ADDRESS: 16819 Front Beach Road, Unti 2404, Panama City Beach FL 32413, United States DESCRIPTION: I pay the bills due on the property from the rental income received. I probably spend on average 15 minutes a week on this property throughout the year. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products RENTAL PROPERTIES POSITION: Owner NATURE: We recently purchased this condo in PCB, and will renting it out through VRBO.com starting January 2024 My wife handles the rental part through VRBO, and send out all codes, welcome letter, ETC to guests. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 15625 Front Beach Road #1901, Panama City Beach FL 32413, United States DESCRIPTION: My wife and I share ownership in this property. RENTAL PROPERTIES POSITION: Owner NATURE: We recently purchased this condo in PCB, and will renting it out through VRBO.com starting January 2024 My wife handles the rental part through VRBO, and send out all codes, welcome letter, ETC to guests. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 15625 Front Beach Road #1202, Panama City Beach FL 32413, United States DESCRIPTION: Owner SALEM, AL RENTAL POSITION: Owner NATURE: This is a lakehouse that my family uses, and will rent out 10-12 weeks a year to pay for the taxes, insurance, and maintenance. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 603 Lee Road 346, Salem AL 36874, United States DESCRIPTION: My wife handles most of the online rental, but I do help occasionally with creating codes, or paying bills.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-16 |
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