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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-10-20 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Miami | FL | 03/2015 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| 3-102-900204 Sociedad De Responsabilidad Limitada | San Jose | FL | 05/2024 | Present |
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 3-102-900204 SOCIEDAD DE RESPONSABILIDAD LIMITADA POSITION: investor/ silent partner NATURE: My business partner is looking for an investor to build and develop single family homes. I will be a silent partner/investor. My capital will go towards the construction costs. Once the homes are built we will immediately place it on the market for sale. the proceeds will be re-invested into additional properties and partial profits taken at time of sale. If the homes cannot be sold in a timely manner, a backup strategy will include Short term rentals in order to recoup investments and maintain the properties until sold. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2024 ADDRESS: Costa Rica Central America, SAN JOSE FL 33032, United States DESCRIPTION: I will be an investor/ silent partner. I will provide 50% of the capital for the construction cost of the homes. I will have no authority over the any of the construction decisions or the day to day activities surrounding the project as I will not be in Costa Rica. I will be consulted with on a case by case basis if needed. RENTAL PROPERTY POSITION: sole owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 13942 SW 90th Terrace, Miami FL 33186, United States DESCRIPTION: landlord duties EDH ASSET MANAGEMENT LLC POSITION: owner/ Manager NATURE: the nature of this new LLC OBA is to provide capital and funding for real estate projects including purchasing real-estate for long term and short term rental as well as Buy, renovate and flip real-estate as well as buying land and developing but will include International as well as domestic real-estate investments. As previously stated, I will not be doing the day to day activities such as construction work but instead will only provide capital to fund these projects. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2025 ADDRESS: 10826 SW 240th lane, homestead FL 33032, United States DESCRIPTION: I will be an investor/ silent partner. I will provide a percentage of the capital for the construction/renovation cost of the investments. I will have little to no authority over the any of the construction decisions or the day to day activities surrounding the projects as this is not my field of expertise.I will be consulted with on a case by case basis before providing capital and to fund these projects and then on a limited case by case basis after if needed. with this new request I will also potentially purchase and hold land or real-estate as a sole owner without the involvement of other investors. this new structure of a US based LLC was encouraged for liability and tax purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-16 |
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