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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-07 |
| MS | RA | APPROVED | 2025-02-28 |
| FL | RA | APPROVED | 2024-11-05 |
| NC | RA | APPROVED | 2024-11-04 |
| KS | RA | APPROVED | 2024-09-05 |
| AR | RA | APPROVED | 2020-06-26 |
| AL | RA | APPROVED | 2019-06-19 |
| NM | RA | APPROVED | 2015-11-25 |
| LA | RA | APPROVED | 2003-07-10 |
| TX | RA | APPROVED_RES | 2002-02-26 |
Branch Locations
7591 Fern Ave Suite 1402, Shreveport, LA 71105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Ridgeland | MS | 01/2000 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| East Texas Family Property Holdings, Llc | Houston | TX | 11/2023 | Present |
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 EAST TEXAS FAMILY PROPERTY HOLDINGS, LLC POSITION: secretary NATURE: rental property Keri Josephson (brother) is the president. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11/03/2023 ADDRESS: 18140Creek Drive, Houston TX 77080, United States DESCRIPTION: Assisting in managing the property including signing leases, managing the bank account and expenses. 1324 EAST TEXAS FAMILY PROPERTY HOLDINGS, LLC POSITION: secretary NATURE: rental property Keri Josephson (brother) is the president. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2024 ADDRESS: 1814 Creek Drive, Houston TX 77080, United States DESCRIPTION: Assisting in managing the property including signing leases, managing the bank and account/expenses and paying the bills. JOSEPHSON EAST TEXAS FAMILY PROPERTY HOLDINGS, LLC POSITION: secretary NATURE: rental property Keri Josephson (brother) is the president INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/04/2024 ADDRESS: 1814 Creek Drive, Houston TX 77080, United States DESCRIPTION: Assisting in managing the property including signing leases, managing the bank account/expenses, and paying the bills JOSEPHSON FAMILY PROPERTY HOLDINGS CORP POSITION: secretary NATURE: rental property Keri Josephson (brother) is the president INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/04/2024 ADDRESS: 1814 Creek Drive, Houston TX 77080, United States DESCRIPTION: assisting in managing the property including signing leases, managing the bank account/expenses, paying bills
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-04 |
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