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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-25 |
| SC | RA | APPROVED | 2011-10-12 |
| GA | RA | APPROVED | 2011-03-24 |
Branch Locations
125 Plantation Centre Drive Suite 200, Macon, GA 31210 • United States
Richmond Hill, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc., | Macon | GA | 12/2010 | Present |
| Agia | Houston | TX | 12/2022 | Present |
**ST. ANNE'S CATHOLIC CHURCH - FINANCE COMMITTEE. NOT INVESTMENT-RELATED. 10550 FORD AVE RICHMOND HILL, GA 31324. START DATE: 11/07/2016. ATTEND FINANCE COMMITTEE MEETINGS TO HELP GUIDE THE CHURCH IN ITS DECISION MAKING. 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 WEST POINT SOCIETY OF SAVANNAH POSITION: Board Member NATURE: A non-profit organization that holds activities for graduates of West Point to socially network and support other veteran related charities through annual fundraising activity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2024 ADDRESS: 334 Penrose Dr W, Savannah GA 31410, United States DESCRIPTION: Board Member - meets monthly with other members on the board to plan future activities. Not investment related. Will help to decide with other board members what veteran charity will receive a donation from an annual fundraising activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-24 |
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