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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-28 |
| VA | RA | APPROVED | 2026-07-27 |
| KY | RA | APPROVED | 2023-08-11 |
| SC | RA | APPROVED | 2023-08-11 |
| NC | RA | APPROVED | 2021-10-06 |
| FL | RA | APPROVED | 2017-08-18 |
| GA | RA | APPROVED | 2010-07-09 |
Branch Locations
3710 Landmark Drive Suite 104,, Columbia, SC 29204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Durham | NC | 02/1998 | Present |
| Agia | Houston | TX | 12/2022 | Present |
SHANDON BAPTIST CHURCH POSITION: appointed to the finance comitte NATURE: I have been asked to volunteer and be apart of the finance committee. The Finance Committee will make recommendations on the church budget, the Church mission work and the Church's spending. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 5250 forest drive, columbia SC 29206, United States DESCRIPTION: Will meet once a month and give my input on the above subjects. 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 CEF (CHILD EVANGELISM FOUNDATION) POSITION: board member NATURE: CEF runs the Good News Club. Which is a club that teaches grades 2nd thru 5th graders the Bible in after school classes thru out South Carolina. Kids can sign up for the program in The Fall and/ or Spring for the 6 week club that meets one day a week in their elementary school. Board members help organize the clubs, help find volunteers, and reach out to schools to try to add the clubs into new schools. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2024 ADDRESS: 500 saint andrews rd., columbia SC 29221, United States DESCRIPTION: I will help publicize the club, help train volunteers, and reach out to principals of schools where are club is not active to see if they are interested in adding our program.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-08 |
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