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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-09 |
Branch Locations
1720 Old Spring House Lane Suite 310, Dunwoody, GA 30338 • United States
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
Cornelia, GA • United States
Crystal Lake, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Atlanta | GA | 11/1998 | 06/2026 |
| Agia | Houston | TX | 12/2022 | 07/2026 |
| Lincoln Investment | Fort Washington | PA | 07/2026 | Present |
Personal Data Bank, Inc. Position: Owner/President/Sole Employee Nature: Data Storage, Algo design/formats, securitized validation of personal data. Investment Related: No Hours: 30 Securities Trading Hours: 15 Start Date: 2/2/2020 Address: 328 Laurel Place Drive Cornelia, GA 30531 Description: Owner duties. I am responsible for all decisions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-20 |
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