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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-07 |
| NC | RA | APPROVED | 2007-03-15 |
Branch Locations
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
Holly Springs, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 11/2005 | Present |
| Sunamerica Capital Services, Inc. | Houston | TX | 11/2013 | Present |
| Agia | Houston | TX | 10/2005 | Present |
LAKE HOUSE RENTAL POSITION: Owner NATURE: Lake House rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/06/2020 ADDRESS: 208 Crain Crt, Mt Gilead NC 27306, United States DESCRIPTION: I don't manage the Airbnb. My wife manages everything. AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/31/2005 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-18 |
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