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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-06 |
| SC | RA | APPROVED | 2015-03-04 |
| AL | RA | APPROVED | 2012-05-16 |
| GA | RA | APPROVED | 2003-04-07 |
Branch Locations
125 Plantation Centre Drive Suite 200, Macon, GA 31210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Atlanta | GA | 09/1998 | Present |
| Agia | Houston | TX | 12/2022 | Present |
TIMBER CUT TREE FARM POSITION: Owner NATURE: I am the sole owner of rural tract since 1981 that I grow and manage pine trees for timber. Trees can be cut or thinned every 6-15 years generating income. I spend less than 1% of my time each tear on the business activity which is mostly on weekends. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/29/2016 ADDRESS: Hill Rd., Smarr GA 31086, United States DESCRIPTION: Pay taxes, cut diseased trees, work with licensed forester on quality management practices. PINE TREE FARM POSITION: one-half owner NATURE: I inherited a 1/2 ownership of a rural tract consisting of 350 acres being managed as a tree farm. My brother, John S. Stewart, received the other 1/2 and is the executor of her estate. Trees can be cut or thinned every 6-15 years generating income. I will spend less than 1% of my time each year on the business activity. We will continue to work with her professional forester on quality management practices. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/28/2021 ADDRESS: Dent Road, Roberta GA 31078, United States DESCRIPTION: 50% owner of 350 acres of managed timber. We will continue to employee a licensed forester for proper timber management. My duties will be to pay taxes and work with forester on his recommendations on thinning and cutting out diseased timber with goal of growing marketable timber. 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-11 |
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