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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-05-27 |
| MI | RA | APPROVED | 2016-03-08 |
| NC | RA | APPROVED | 2014-10-14 |
| GA | RA | APPROVED | 2007-10-18 |
Branch Locations
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Atlanta | GA | 09/2007 | Present |
| Agia | Houston | TX | 12/2022 | Present |
John Beuttel Trust 4005 Navaho Dr. Johnson City, TN 37604 Start date: 10/17/2017 Not investment related. 0.5% of time spent on outside business/none during securities trading hours. Co-Trustee of assets left to my younger brother for his care as he is unable to work. As Co-Trustee I am a back-up to the Trustee/Beneficiary of the Trust. I assist with decisions regarding rental assets and investments in the Trust. Custody and control are bound by the Trust to benefit my younger brother via VFA Brokerage. Hancy, LLP. 2774 Cobb Parkway NW, Suite 109-#115, Kennesaw, GA 30152. Non-investment related. Commenced activity 08/16/2018. Partnership with duties which include shared responsibility with brother to maintain capital improvements of rental properties and employ property management firm to manage day to day obligations. 2% hours/month is devoted to this activity with none during securities trading hours. 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 | 2005-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-04 |
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