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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-28 |
| UT | RA | APPROVED | 2025-08-01 |
| NM | RA | APPROVED | 2024-07-18 |
| VT | RA | APPROVED | 2024-05-02 |
| DE | RA | APPROVED | 2023-08-02 |
| DC | RA | APPROVED | 2023-06-07 |
| NC | RA | APPROVED | 2023-05-30 |
| WV | RA | APPROVED | 2023-05-26 |
| AR | RA | APPROVED | 2023-05-25 |
| AZ | RA | APPROVED | 2023-05-24 |
| KY | RA | APPROVED | 2023-05-24 |
| MI | RA | APPROVED | 2023-05-24 |
| MS | RA | APPROVED | 2023-05-24 |
| MN | RA | APPROVED | 2023-05-23 |
| SC | RA | APPROVED | 2023-05-23 |
| CA | RA | APPROVED | 2023-05-22 |
| CO | RA | APPROVED | 2023-05-22 |
| FL | RA | APPROVED | 2023-05-22 |
| MD | RA | APPROVED | 2023-05-22 |
| TX | RA | APPROVED_RES | 2023-05-22 |
| VA | RA | APPROVED | 2023-05-22 |
| WI | RA | APPROVED | 2023-05-22 |
| OH | RA | APPROVED | 2023-05-21 |
| AL | RA | APPROVED | 2023-05-19 |
| CT | RA | APPROVED | 2023-05-19 |
| MO | RA | APPROVED | 2023-05-19 |
| NJ | RA | APPROVED | 2023-05-19 |
| NY | RA | APPROVED | 2023-05-19 |
| GA | RA | APPROVED | 2023-05-17 |
Branch Locations
3535 Grandview Parkway Suite 200, Birmingham, AL 35243 • United States
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
1 Music Circle North Suite 400, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arista Consulting Group | Alpharetta | GA | 02/2017 | 05/2021 |
| Crabapple First Baptist Church | Alpharetta | GA | 05/2010 | 02/2017 |
| Arista Advisory Group, Llc | Alpharetta | GA | 06/2018 | 05/2021 |
| Lpl Financial, Llc | Gainesville | GA | 06/2021 | 05/2023 |
| Ifg Advisory, Llc D/B/A Strong Gaddy Lee Wealth Management | Gainesville | GA | 06/2021 | 05/2023 |
| Valic Financial Advisors, Inc. | Atlanta | GA | 05/2023 | Present |
| Agia | Houston | TX | 05/2023 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/15/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 2018-04-13 |
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