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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-18 |
| AR | RA | APPROVED | 2024-06-27 |
| MO | RA | APPROVED | 2023-05-09 |
| KY | RA | APPROVED | 2023-05-08 |
| FL | RA | APPROVED | 2023-01-04 |
| AL | RA | APPROVED | 2018-10-16 |
| MS | RA | APPROVED | 2018-10-16 |
| TN | RA | APPROVED | 2015-05-15 |
Branch Locations
Hardin County General Hospital 935 Wayne Rd, Savannah, TN 38372 • United States
Jackson, TN • 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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Brentwood | TN | 05/2015 | Present |
| Agia | Houston | TX | 12/2022 | Present |
KILEY CLAGG PHOTOGRAPHY POSITION: Owner NATURE: Photography and photo booth rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2010 ADDRESS: 63 Smallwood Drive, Jackson TN 38305, United States DESCRIPTION: Owner. All duties. GENERAL FEDERATIONS OF WOMEN'S CLUBS - THE JACKSON WOMANS CLUB POSITION: Secretary NATURE: This is a volunteer organization that raises money for local purposes like nursing scholarships, public K-5 Poetry contests, food drives, Christmas stockings for the Salvation Army and other events. We are a chapter of the GFWC.org since 1908. We do not have a chapter office so I am using my own address for the address. We have a bank lock box that serves for most of our business activities at this time due to Covid... and then we report at a National level. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2021 ADDRESS: 63 Smallwood Drive, Jackson TN 38305, United States DESCRIPTION: I am a member and Secretary, meaning I take meeting minutes, help to plan meeting agendas and presentations and actively raise funds or volunteer for community events. THE JACKSON JUNIORETTES - GENERAL FEDERATION OF WOMENS CLUBS POSITION: Founder NATURE: This is a Service Club that has been formed for young women, grades 9th thru 12th. Creating a space to inspire young women to rise up and build off of the women who came before them, to be enriched in fellowship while being in service to others, to create new and innovative ways to serve for the future women that will come after them and to keep alive the spirit of the General Federation of Women's Clubs in service and philanthropy within their communities. Our intention is to fundraise and volunteer for local charities and organizations in Jackson, TN. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2022 ADDRESS: 63 Smallwood Drive, Jackson TN 38305, United States DESCRIPTION: I am the Founder and a adult sponsor of the club. My responsibilities are to assist these young women in the club. Members are grade 9th thru 12th. They have voted for officers and run their meetings as other service clubs in the sense of joining in monthly meetings, annual nominations for officer positions, creation of bi-laws and objectives, fundraising and volunteer projects for our local charities. I am assisting in the banking aspect so as to have a legal adult on the accounts, which are co-registered with another adult sponsor, Leora Jean Ralston, President of the GFWC Jackson Woman's Club, which I am also a member and officer of. I will not be advising on any form of investments at this time and will update this OBA if that changes. 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 | 2007-02-27 |
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