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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-02-03 |
| NY | RA | APPROVED | 2021-08-16 |
| TX | RA | APPROVED_RES | 2017-01-17 |
| FL | RA | APPROVED | 2015-09-02 |
| IL | RA | APPROVED | 2014-10-28 |
| MI | RA | APPROVED | 2014-06-05 |
| OH | RA | APPROVED | 2011-06-08 |
Branch Locations
39555 Orchard Hill Place Suite 600, Novi, MI 48375 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College Funding Llc | Perrysburg | OH | 06/2010 | Present |
| Valic Financial Advisors | Independence | OH | 04/2011 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Western Reserve Life (Transamerica) -- receive commissions from past sales Lincoln Benefit Life -- receive commissions from past sales W.G. WILLIAMS POSITION: Writer/owner NATURE: Freelance writing/editing INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 1246 Tricia Court, Perrysburg OH 43551, United States DESCRIPTION: I spent more than 20 years as a freelance writer and editor before becoming a Registered Rep. An editor with whom I have worked in past years asked if I could take some occasional assignments for him. E-BAY SALES POSITION: Sole Proprietor NATURE: Occasional sale of un-needed personal items on E-Bay. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 1246 Tricia Court, Perrysburg OH 43551, United States DESCRIPTION: Occasional sale of personal items on E-Bay, ELECTION JUDGE/POLL WORKER POSITION: Election Judge/Poll Worker NATURE: Conducts the annual and biannual elections. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2022 ADDRESS: Wood County Board of Elections, Wood County Courthouse, Bowling Green OH 43402, United States DESCRIPTION: Assist in conducting the annual and biannual elections. 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 WG WILLIAMS LLC LTD POSITION: Owner NATURE: I have written a book that is going to be published later this year. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 08/05/2024 ADDRESS: 1246 Tricia Court, Perrysburg OH 43551, United States DESCRIPTION: Promote the book
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-11 |
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