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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-04-08 |
| FL | RA | APPROVED | 2020-08-05 |
| SC | RA | APPROVED | 2020-04-24 |
| MS | RA | APPROVED | 2007-05-23 |
| VA | RA | APPROVED | 2007-05-23 |
| NC | RA | APPROVED | 2004-08-05 |
Branch Locations
7029 Albert Pick Road Suite 206, Greensboro, NC 27409 • United States
Asheville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Durham | NC | 08/2004 | Present |
| Agia | Houston | TX | 12/2022 | 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-12 |
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