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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2013-04-18 |
| PA | RA | APPROVED | 2004-03-24 |
| NC | RA | APPROVED | 2004-03-19 |
Branch Locations
7029 Albert Pick Road Suite 206, Greensboro, NC 27409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 10/2000 | Present |
| Agia | Houston | TX | 12/2022 | Present |
CONNECTION VALLEY CHURCH POSITION: Board member NATURE: I'm a board member of my church. No financial responsibilities are involved. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/22/2020 ADDRESS: 2013 Candelar Drive, High Point NC 27262, United States DESCRIPTION: Board member of the church, no financial responsibilities. We discuss church direction and financial decisions but I have no individual authority to do anything on behalf of the church. Primarily pastor support position. We do not meet weekly. We meet once every two months for about an hour and a half. 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 | 2004-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-10 |
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