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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-10-14 |
| CA | RA | APPROVED | 2021-10-14 |
| FL | RA | APPROVED | 2008-10-22 |
| GA | RA | APPROVED | 2003-03-31 |
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, Inc | Houston | TX | 11/2000 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Local Cpa Firm | Atlanta | GA | 01/2021 | Present |
MOM'S RENTAL PROPERTIES POSITION: Register Agent NATURE: Rental Properties INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 5456 Peachtree Blvd, # 452, Atlanta GA 30341, United States DESCRIPTION: This OBA was disclosed previously but needs to be modified due to Covid-19 pandemic. My mother was unable to return to GA from oversea to close on selling one rental property. Register agent with GA Secretary of State has to be changed to my name in order to close on the sale. In the past, I usually help on tenant screening and eviction filing and translation in court for my mother. 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 LOCAL CPA FIRM POSITION: Accountant NATURE: Local CPA firm owns by my best friend of 28 years. Her firm provides accounting and tax services to public. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/04/2021 ADDRESS: 3490 Shallowford Rd., Ste 303, Atlanta GA 30341, United States DESCRIPTION: My duties will include processing payroll, book keeping and preparing corporate and individual tax return during tax season. Prior working for VALIC, I worked at Galloway School as staff accountant for 5 1/2 years. Therefore, I did have experience in the accounting field. My best friend Su's 2 employees have refused to come in to work due to fear of Covid-19 and she let them go and asked me to work part time for her with flexible schedule working after 3 pm and on weekend if needed. I am bilingual and also need to make more money to help pay for my daughter's college expense, thus she asked me to help and offered me part time position with very flexible hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-02 |
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