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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-24 |
| AL | RA | APPROVED | 2025-10-03 |
| NC | RA | APPROVED | 2025-10-03 |
| SC | RA | APPROVED | 2025-10-03 |
| GA | RA | APPROVED | 2025-03-18 |
Branch Locations
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Palm Beach Gardens | FL | 05/2013 | 02/2017 |
| Fidelity Brokerage Services Llc | Atlanta | GA | 04/2018 | 09/2019 |
| Straight 8 Motorcars Llc | Woodstock | GA | 02/2017 | 04/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2019 |
| Unemployed | Woodstock | GA | 08/2019 | 02/2020 |
| Planet Honda | Golden | CO | 02/2020 | 03/2020 |
| Unemployed | Woodstock | GA | 03/2020 | 08/2020 |
| Ryder System, Inc. | Alpharetta | GA | 08/2020 | 05/2021 |
| Valic Financial Advisors, Inc. | Atlanta | GA | 05/2021 | 04/2023 |
| Agia | Houston | TX | 12/2022 | 04/2023 |
| Advisory Services Network, Llc | Atlanta | GA | 04/2023 | 07/2024 |
| Hennessy Honda | Woodstock | GA | 08/2024 | 03/2025 |
| Valic Financial Advisors, Inc. | Houston | TX | 03/2025 | Present |
| Agia | Houston | TX | 03/2025 | Present |
| Agia | Houston | TX | 03/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/10/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-23 |
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