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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-02-27 |
| CA | RA | APPROVED | 2024-10-08 |
| MD | RA | APPROVED | 2024-09-04 |
| LA | RA | APPROVED | 2024-06-26 |
| NC | RA | APPROVED | 2022-08-10 |
| AR | RA | APPROVED | 2022-01-11 |
| CO | RA | APPROVED | 2021-12-02 |
| UT | RA | APPROVED | 2021-12-02 |
| MS | RA | APPROVED | 2021-11-17 |
| TX | RA | APPROVED_RES | 2021-07-14 |
| SC | RA | APPROVED | 2020-08-03 |
| MO | RA | APPROVED | 2017-08-01 |
| OH | RA | APPROVED | 2015-10-30 |
| FL | RA | APPROVED | 2013-10-31 |
| GA | RA | APPROVED | 2013-10-30 |
| AL | RA | APPROVED | 2003-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Birmingham | AL | 09/2003 | Present |
| Agia | Houston | TX | 12/2022 | Present |
**LMA ENTERPRISES, LLC 1865 HILLTON COURT AUBURN, AL 36830. START DATE: 10/08/2013. NOT INVESTMENT-RELATED. LESS THAN 1% OF TIME SPENT ON OUTSIDE BUSINESS/NONE DURING SECURITIES TRADING HOURS. I PARTICIPATE IN A LLC WHICH INVEST IN REAL ESTATE PROJECTS (MOSTLY RESIDENTIAL). I AM INVOLVED WITH THE PURCHASE AND SALE, NOT IN BUILDING THE ACTUAL PROPERTY. I HAVE CHECK WRITING AUTHORITY AND I COORDINATE THE RELEASE OF FUNDS FROM THE BANK TO THE BUILDER AS WORK IS COMPLETED. **RENTAL HOME 1822 FIRESTONE CT. AUBURN, AL 36830. START DATE: 10/14/2016. NOT INVESTMENT-RELATED. 0% OF TIME SPENT ON OUTSIDE BUSINESS/NONE DURING SECURITIES TRADING HOURS. I AM RENTING MY PREVIOUS PRIMARY RESIDENCE. I USE PRESTIGE PROPERTIES TO MANAGE THE RENTAL AND I ONLY PAY THE MORTGAGE WHEN RENT IS COLLECTED AND PAID TO ME BY PRESTIGE PROPERTIES. AUBURN FIRST BAPTIST CHURCH POSITION: TREASURER NATURE: TREASURER OF CHURCH; NON-PAID INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/16/2012 ADDRESS: 128 E GLENN AVE., AUBURN AL 36830, United States DESCRIPTION: I AM A PART OF THE TREASURY STAFF. I HAVE THE ABILITY TO WRITE CHECKS, I AM ONE OF TWO SIGNATURES NEEDED. I ALSO BUDGET/BALANCE SHEET REVIEWS AND HELP WITH INVESTMENT SELECTIONS OF TRUST FUNDS WHICH ARE HELD BY A BROKERAGE FIRM NOT RELATED TO AIG. INVESTMENT DECISONS ARE RECOMMENDED BY THAT FIRM TO THE TRUSTEES AND THEN VOTED ON BY THE TRUSTEES. THE TREASURER IS NOT A VOTING MEMEBER AND CANNOT VOTE. 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 | 2003-09-04 |
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