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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-01-17 |
| MS | RA | APPROVED | 2023-01-17 |
| GA | RA | APPROVED | 2021-07-20 |
| FL | RA | APPROVED | 2018-12-11 |
| TX | RA | APPROVED_RES | 2016-02-10 |
| AL | RA | APPROVED | 2004-10-07 |
Branch Locations
3535 Grandview Parkway Suite 200, Birmingham, AL 35243 • 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 |
|---|---|---|---|---|
| Valic Financial Advisors | Birmingham | AL | 09/2004 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Vacation Rental Property. 20604 Front Beach Road, Panama City Beach, FL 32413. Non-investment related. Commenced this activity on 5/01/2017. Sole proprietorship with duties which include manage the reservations, marketing, and all upkeep for the property.1% hours/month is devoted to this activity with none during securities trading hours. EBAY - SELLER ACCOUNT POSITION: Owner NATURE: Sales of existing sports memorabilia collection and various miscellaneous household items that I no longer need. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2022 ADDRESS: 201 West Mall, Trussville AL 35173, United States DESCRIPTION: I create listings to sell items on the Ebay website during personal time, at night or weekends. If items sell, I mail them to the buyer. 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 FACEBOOK MARKET PLACE - PRIVATE SALES POSITION: NA NATURE: I will sell unwanted items on the Facebook Marketplace website. Iwill not sell things on a regular basis, and Iwill not operate it as a business. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 201 West Mall, Trussville AL 35173, United States DESCRIPTION: I will list items for sell on the website and meet the buyer to deliver the item if purchased. ADVISORY BOARD MEMBER POSITION: Advisory Board Member NATURE: The Noah's Park Advisory Board provides support and oversight to the Noah's Park Preschool Program (birth through Kindergarten-5), which serves approximately 250 children as a ministry arm of NorthPark Baptist Church. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 5700 Deerfoot Parkway, Trussville AL 35173, United States DESCRIPTION: Role of the Board:The Advisory Board exists to support the church's Executive Pastor and the Noah's Park Director by: Reviewing monthly financial statements. Providing feedback on big-picture issues or significant decisions. Offering encouragement, insight, and accountability for the ongoing health of the preschool program. Expectations & Responsibilities: Term Length: 3 years Meetings: Attend six 1-hour meetings per year (every other month) Preparation: Review financial reports and director updates sent via email prior to each meeting Participation: Offer thoughtful feedback, encouragement, and prayerful support
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-22 |
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