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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-06
SC RA APPROVED 2015-03-04
AL RA APPROVED 2012-05-16
GA RA APPROVED 2003-04-07
  • FL RA
    APPROVED
    Since 2023-12-06
  • SC RA
    APPROVED
    Since 2015-03-04
  • AL RA
    APPROVED
    Since 2012-05-16
  • GA RA
    APPROVED
    Since 2003-04-07

Branch Locations

125 Plantation Centre Drive Suite 200, Macon, GA 31210 • United States

754 First Street Suite 101, Macon, GA 31201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors Atlanta GA 09/1998 Present
Agia Houston TX 12/2022 Present
  • 09/1998 → Present
    Valic Financial Advisors
    Atlanta, GA
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-03
S63 Uniform Securities Agent State Law Examination 1998-09-11
  • S65 Uniform Investment Adviser Law Examination
    2003-04-03
  • S63 Uniform Securities Agent State Law Examination
    1998-09-11
Other Names
  • Cliff Stewart

View on SEC IAPD

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