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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-09-08 |
| TX | RA | APPROVED | 2019-03-04 |
| MS | RA | APPROVED | 2018-06-07 |
| NJ | RA | APPROVED | 2017-03-30 |
| MA | RA | APPROVED | 2014-10-20 |
| MN | RA | APPROVED | 2013-12-04 |
| WV | RA | APPROVED | 2013-08-07 |
| FL | RA | APPROVED | 2013-08-01 |
| OR | RA | APPROVED | 2013-07-30 |
| KY | RA | APPROVED | 2013-05-30 |
| IN | RA | APPROVED | 2012-10-22 |
| AL | RA | APPROVED | 2012-08-13 |
| OH | RA | APPROVED | 2012-08-13 |
| KS | RA | APPROVED | 2012-06-29 |
| CA | RA | APPROVED | 2012-06-20 |
| PA | RA | APPROVED | 2008-06-12 |
| SC | RA | APPROVED | 2007-04-09 |
| VA | RA | APPROVED | 2006-02-08 |
| NC | RA | APPROVED | 2003-04-09 |
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 | Durham | NC | 11/2000 | Present |
| Rebar Realty, Llc | Cornelius | NC | 02/2014 | Present |
| Low Country, Llc | Cornelius | NC | 11/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
COLONIAL TITLE AGENCY, LLC. 4850 HIGBEE AVE NW, CANTON, OHIO 44718. NON IVESTMENT RELATED, COMMENCED THIS ACTIVITY ON 6/1/2008. GENERAL PARTNER WITH NO DAY TO DAY DUTIES OTHER THAN AN OWNER. ON OFF HOURS I DISCUSS OPERATIONAL ISSUES WITH MY SISTER. 0% HOURS/MONTH IS DEVOTED TO THIS ACTIVITY DURING TRADING HOURS. I DO HAVE CHECK WRITING CAPABILITIES AND CAN RECEIVE DISCRETIONAL INCOME AS A DRAW. DAVID ZOBA - POWER OF ATTORNEY (FORMER FATHER IN LAW) ELVIN R SCHLONEGER - POWER OF ATTORNEY (FATHER) LOW COUNTRY, LLC. 20122 LAMP LIGHTERS WAY, CORNELIUS, NC 28031. START DATE: 11/01/2018. NOT INVESTMENT RELATED. 5% OF TIME SPENT ON OUTSIDE BUSINESS, NONE DURING SECURITIES TRADING HOURS. THE LLC IS FORMED TO HOLD REAL ESTATE INVESTMENTS. MY INTENSION IS TO PURCHASE A PROPERTY AND HOLD FOR RESALE. MY DUTIES WILL BE TO PROVIDE THE ASSETS TO PURCHASE AND HOLD THE PROPERTY AS AN AGENT TRIES TO SELL THE PROPERTY FOR LOW COUNTRY, LLC. MY TRUST OWNS THE LLC AND I FULLY FUND THE LLC. REBAR REALTY, LLC POSITION: MANAGING MEMBER NATURE: REAL ESTATE HOLDING COMPANY FOR A COMMERCIAL BUILDING INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/04/2014 ADDRESS: PO BOX 1351 (20122 LAMP LIGHTERS WAY, CORNELIUS, NC 28031 United States DESCRIPTION: WILL BE COLLECTING LEASE PAYMENTS AND WORK WITH MY PROPERTY MANAGER. THIS PROPERTY IS AT 4840 HIGBEE AVE NW, CANTON, OHIO 44718-MY SISTER AND I ARE 50/50 PARTNERS AND SHE WORKS OUT OF THE BUILDING BLUE RIDGE TITLE AGENCY, LLC POSITION: MEMBER NATURE: MORTGAGE TITLE BUSINESS, PARTNERS WITH MY SISTER AND RED BALLOON, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 4846 HIGBEE AVE NW, CANTON OH 44718, United States DESCRIPTION: I HAVE NO DUTIES OTHER THAN A PART OWNER. 25.5% IS OWNED BY ME, 25.5% IS OWNED BY MY SISTER WHO RUNS THE BUSINESS AND 49% IS OWNED BY RED BALLOON 5511 COMISKEY ALLEY, LLC POSITION: MEMBER NATURE: PURCHASING A TOWNHOUSE TO USE AS A RENTAL AND THIS IS THE HOLDING COMPANY FOR THE PROPERTY INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2022 ADDRESS: 5511 COMISKEY ALLEY, KANNAPOLIS NC 28081, United States DESCRIPTION: I WILL OWN THE COMPANY THAT HOLDS THE RENTAL PROPERTY. I WILL MEET WITH POTENTIAL RENTERS LOW COUNTRY, LLC POSITION: TRUSTEE NATURE: IT IS A REAL ESTATE HOLDING COMPANY THAT I WILL USE TO PURCHASE PROPERTIES. I WILL USE A REALTOR TO PURCHASE AND SELL THE PROPERTIES WITH THE ASSETS I USE TO FUND THE LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 20122 LAMP LIGHTERS WAY, CORNELIUS NC 28031, United States DESCRIPTION: I HAVE THE AUTHORITY TO MAKE DECISIONS ABOUT WHAT PROPERTIES I DECIDE TO PURCHASE. THE LLC DOES NOT CURRENTLY HAVE ANY PROPERTIES IN IT. 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 ELITE TITLE AGENCY, LLC POSITION: MEMBER NATURE: IT IS A MORTGAGE TITLE COMPANY THE CLOSES REAL ESTATE PROPERTY. MY SISTER AND I WILL OWN THE SAME PERCENTAGE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 4848A HIGBEE AVE NW, CANTON OH 44718, United States DESCRIPTION: I AM NOT ACTIVE IN THE BUSINESS. I AM SIMPLY AN OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-15 |
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