Charles Z Mahaffey

Current Employers

Employment History

• 03/2012 → 06/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 09/2017 → 06/2018
  Bank Of America, N.A.
  Charlotte, NC
• 07/2018 → Present
  Valic Financial Advisors, Inc.
  Evans, GA
• 12/2022 → Present
  Agia
  Houston, TX

Previous Registrations

• 2013-11-12 → 2018-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, SC
  Charlotte, NC

Other Businesses

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 FOXHALL NEIGHBORHOOD VOLUNTARY POA POSITION: President NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: Foxhall CIrcle, Augusta GA 30907, United States DESCRIPTION: Officer/Director of homeowner's association that is not permitted to act on behalf of the association without the consent of the majority of board members. Most importantly in regards to access to neighborhood funds and bank account, I have absolutely no access. My name is not on the bank account and I am not involved in any of the POA finances or decisions regarding the finances. This is something that i made clear before accepting the position. FOXHALL NEIGHBORHOOD VOLUNTARY POA POSITION: Member at-large NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: Foxhall Circle, Augusta GA 30907, United States DESCRIPTION: Officer/Director of homeowner's association that is not permitted to act on behalf of the association without the consent of the majority of board members. Most importantly in regards to access to neighborhood funds and bank account, I have absolutely no access. My name is not on the bank account and I am not involved in any of the POA finances or decisions regarding the finances. This is something that i made clear before accepting the position. DEACONATE - FIRST PRES AUGUSTA POSITION: Deacon NATURE: Deacon INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2024 ADDRESS: 615 Telfair Street, Augusta GA 30901, United States DESCRIPTION: Serve the church and congregation in making sure that church events run smoothly. Maintain church properties. Help congregants in need of service. FELLOWSHIP OF CHRISTIAN ATHLETES - RICHMOND COUNTY GA BOARD POSITION: Board Member NATURE: Board member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: PO Box 204168, Augusta GA 30917, United States DESCRIPTION: Help with making decisions on outreach and fundraising events to reach local high school students by spreading the Gospel of Jesus Christ.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-11

Designations

Other Names

• Charles Zachary Mahaffey
• Zach Mahaffey
• Charles Z Mahaffey
• Charles Mahaffey