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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-05 |
| VA | RA | APPROVED | 2021-07-08 |
| NJ | RA | APPROVED | 2020-12-18 |
| MI | RA | APPROVED | 2010-06-04 |
| SC | RA | APPROVED | 2010-03-09 |
| NC | RA | APPROVED | 2001-12-31 |
Branch Locations
7029 Albert Pick Road Suite 206, Greensboro, NC 27409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Durham | NC | 10/1997 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Rental House Robin Hood | Greensboro | NC | 05/2025 | 07/2025 |
Gate City Vineyard Christian Fellowship; yes, due to check writing privileges; 204 S. Westgate Dr. Greensboro NC 27409; church; Treasurer; January 1996; 6-8 hours/month; 1-2 hours/month; annual budget preparation; expense and revenue variance reporting; check writing for all expenses and payroll; tax reporting; annual donation reporting; 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 A SPECIAL BLEND POSITION: Advisory Board member NATURE: a not for profit coffee shop that employs adults with disabilities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/20/2024 ADDRESS: 3900 W Market St, Greensboro NC 27409, United States DESCRIPTION: will meet periodically to provide strategic advice/direction to the governing board. This has no governance or fiduciary responsibility; rather, an "informal brain trust" to provide direction. RENTAL HOUSE POSITION: owner NATURE: Rental property-single family house INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2021 ADDRESS: 5009 Scarlet Haw Drive, Greensboro NC 27410, United States DESCRIPTION: Landlord- ensure house is rented and tenants are happy and paying rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-07 |
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