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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-15 |
| FL | RA | APPROVED | 2018-06-25 |
| RI | RA | APPROVED | 2018-05-30 |
| SC | RA | APPROVED | 2013-04-16 |
| VA | RA | APPROVED | 2013-01-25 |
| NC | RA | APPROVED | 2005-05-26 |
Branch Locations
3211 Shannon Road Suite 600, Durham, NC 27707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Durham | NC | 05/2005 | Present |
| Agia | Houston | TX | 12/2022 | Present |
NOTARY PUBLIC POSITION: Notary Public NATURE: I notarized spouses signature when they come in together to do a loan or disbursement from the WakeMed plan. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/11/2015 ADDRESS: 3211 Shannon Road, Suite 600, Durham NC 27707, United States DESCRIPTION: I notarized spouses signature when they come in together to do a loan or disbursement from the WakeMed plan. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-18 |
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