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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-28 |
| SC | RA | APPROVED | 2009-10-01 |
| GA | RA | APPROVED | 2003-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Atlanta | GA | 11/1998 | Present |
| Agia | Houston | TX | 12/2022 | Present |
OPERATIONS STEWARDSHIP TEAM MEMBER AT FIRST PRESBYTERIAN CHURCH OF AUGUSTA POSITION: Operations Stewardship Team Member NATURE: As an OST member, we over see the finances of the church by setting the budget and monitoring expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2006 ADDRESS: 642 Telfair Street, Augusta GA 30901, United States DESCRIPTION: I'm one of the OST members who oversees the finances of the church and cannot act on behalf of the association without consent of the majority of the board members. Additionally, I have to be a second approver on checks written that are over $5000.00 as part of the OST oversight. This approval is done by email. I do not have control over the funds or property of others in connection with this outside activity.All investment assets of the church are managed under an established IPS by an outside broker not the OST. 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-30 |
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