Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-17 |
| VA | RA | APPROVED | 2021-01-21 |
| NC | RA | APPROVED | 2020-04-24 |
| SC | RA | APPROVED | 2018-05-29 |
| AL | RA | APPROVED | 2003-05-01 |
| GA | RA | APPROVED | 2003-05-01 |
Branch Locations
1 Music Circle North Suite 400, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Atlanta | GA | 03/1997 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Girls Incorporated of Columbus,3535 Levy Road, Columbus, GA 31903. Non investment-related. Commenced activity 01/05/2015. Incoming President of the Board of Directors with duties which include participate in meetings at least twice a month to review financial and operational reports. 10-15 hrs/mth is devoted to this activity with none during securities trading hours. St. Luke United Methodist Church, 1030 2nd Avenue, Columbus, GA 31901. Non investment-related. Commenced activity 1/05/2015. Member of the Finance Committee Board with duties which include meet with committee members at least six times a year to review and approve church's budget, expeditures, and appropriations. 2 hrs/mth. is devoted to this activity with none during securities trading hours. Twin Cedars Youth and Family Services, Inc. 751 Double Churches Road, Columbus, GA 31904. Non investment-related. Commenced activity 7/25/18. Board of Directors member with duties which include assist the board in carrying out the fiduciary responsibilities of Twin Cedars Youth and Family Services. Determine policy, assist with fund raising and budgeting. 5% hours/month is devoted to this activity with none during securities trading hours. NOTARY POSITION: Notary NATURE: Notary with duties which include free service offered as a convenience to clients when the witness of a signature by a Notary Public is required for the processing of paperwork. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/26/2016 ADDRESS: 1239 Munro Avenue, Columbus GA 31906, United States DESCRIPTION: Notary with duties which include free service offered as a convenience to clients when the witness of a signature by a Notary Public is required for the processing of paperwork. 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 TWIN CEDARS YOUTH AND FAMILY SERVICES POSITION: Board member NATURE: Member of the Board of Directors for youth social services organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/25/2018 ADDRESS: 1225 3rd Avenue, Columbus GA 31901, United States DESCRIPTION: Assist the board in carrying out the fiduciary responsibilities of Twin Cedars Youth and Family Services. Determine policy, assist with fund raising and budgeting. Update 6/17/2026: My employer is being considered in the RFP process for a new provider. I am recusing myself from the decision making process and the presentation of the RFP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-14 |
Reach out to this advisor