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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-03-04 |
| CT | RA | APPROVED | 2019-02-13 |
| CO | RA | APPROVED | 2016-08-05 |
| GA | RA | APPROVED | 2015-09-24 |
| SC | RA | APPROVED | 2014-06-23 |
| WV | RA | APPROVED | 2012-12-20 |
| NC | RA | APPROVED | 2011-03-15 |
Branch Locations
3211 Shannon Road Suite 600, Durham, NC 27707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Greensboro | NC | 03/2011 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Manage Rental For Parents | Asheville | NC | 09/2021 | Present |
| Manage Rental For Parents | Asheville | NC | 09/2021 | Present |
| Rental Property 19 Broadview | Asheville | NC | 12/2024 | Present |
MUSICIAN POSITION: owner/guitar player NATURE: I play shows/gigs in my spare time for extra money. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1998 ADDRESS: 19 Broadview Ave, Asheville NC 28803, United States DESCRIPTION: I book shows and perform. RENTAL PROPERTY 22 CONCORD POSITION: owner/property manager NATURE: I own and manage a rental home at this location. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 22 Concord Pl, Asheville NC 28803, United States DESCRIPTION: Maintain property. Collect rent. Fill vacancies when they occur. RENTAL PROPERTY 24 CONCORD POSITION: owner/manager NATURE: I own and manage a rental property at this location. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/16/2017 ADDRESS: 24 Concord Pl, Asheville NC 28803, United States DESCRIPTION: maintain the property, collect rent, fill vacancies when they occur. 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 MANAGE RENTAL FOR PARENTS POSITION: Rental Manager NATURE: Manage rental property owned by my parents. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/03/2021 ADDRESS: 30 Garden Road West, Asheville NC 28804, United States DESCRIPTION: Collect rent. Handle repairs when needed. Find new tenants as needed. RENTAL PROPERTY 19 BROADVIEW POSITION: Owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2024 ADDRESS: 19 Broadview Ave, Asheville NC 28803, United States DESCRIPTION: manage rental property. Find tenants. Conduct repairs as needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-27 |
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