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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| AL | RA | APPROVED | 2025-10-03 |
| GA | RA | APPROVED | 2020-09-02 |
| SC | RA | APPROVED | 2019-10-01 |
| NC | RA | APPROVED | 2019-09-30 |
| VA | RA | APPROVED | 2019-09-30 |
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 |
|---|---|---|---|---|
| Pfs Investments Inc. | Chattanooga | TN | 07/2015 | 11/2017 |
| Primerica Financial Services | Chattanooga | TN | 08/2012 | 11/2017 |
| Triangle Math And Science Academy | Cary | NC | 07/2017 | 11/2017 |
| Valic Financial Advisors, Inc. | Durham | NC | 11/2017 | Present |
| Agia | Houston | TX | 12/2022 | 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-18 |
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