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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-06-07 |
| FL | RA | APPROVED | 2024-06-06 |
| GA | RA | APPROVED | 2017-06-05 |
Branch Locations
125 Plantation Centre Drive Suite 200, Macon, GA 31210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Macon | GA | 10/2014 | 05/2017 |
| Park Avenue Securities Llc | Macon | GA | 12/2014 | 05/2017 |
| Valic Financial Advisors, Inc. | Macon | GA | 05/2017 | Present |
| Agia | Houston | TX | 12/2022 | Present |
GREENHOUSE POSITION: Partner NATURE: Aquaponics farm selling produce to consumers, mostly restaurants. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 2343 Old Atlanta Hwy, Forsyth GA 31029, United States DESCRIPTION: I would help construct and then operate an aquaponics greenhouse. We would grow produce and sell it to local restaurants. 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 SAME DAY FOUNDATION POSITION: Board Member NATURE: Sit on governing board as trustee for a non-profit foundation. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 20 N. Wacker Drive, Suite 1000, Office 1020, Chicago IL 60606, United States DESCRIPTION: Work with other board members to determine the best course for the nonprofit.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-11 |
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