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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-12 |
| AL | RA | APPROVED | 2025-09-04 |
| NV | RA | APPROVED | 2018-06-15 |
| MT | RA | APPROVED | 2018-06-07 |
| GA | RA | APPROVED | 2017-11-30 |
Branch Locations
125 Plantation Centre Drive Suite 200, Macon, GA 31210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 10/2014 | 02/2017 |
| Suntrust Bank | Macon | GA | 08/2014 | 02/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2017 |
| Unemployed | Macon | GA | 02/2017 | 11/2017 |
| Valic Financial Advisors, Inc. | Macon | GA | 11/2017 | Present |
| Agia | Houston | TX | 12/2022 | Present |
NOTARY POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2018 ADDRESS: 125 Plantation Centre Dr, Macon GA 31210, United States DESCRIPTION: -Notarize signaturesbut only in situations that won't benefit me financially FIRST PRESBYTERIAN CHURCH POSITION: Deacon, Treasurer NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 682 Mulberry Street, Macon GA 31201, United States DESCRIPTION: -Assist in developing the budget -Sign checks (I do not originate them) 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 2005-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-01 |
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