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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-14 |
| AL | RA | APPROVED | 2010-12-02 |
| FL | RA | APPROVED | 2010-11-29 |
| GA | RA | APPROVED | 2003-04-28 |
Branch Locations
125 Plantation Centre Drive Suite 200, Macon, GA 31210 • United States
Valdosta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Atlanta | GA | 01/1999 | Present |
| Agia | Houston | TX | 12/2022 | Present |
LINCOLN FINANCIAL GROUP POSITION: licensed insurance agent NATURE: I provide life insurance and disability insurance to employees of the Housing Authority groups that have their retirement accounts with VALIC/AIG Retirement INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/15/1997 ADDRESS: P. O. Box 21008, Greensboro NC 27420-1008, United States DESCRIPTION: meet with clients to complete paperwork for the life insurance and disability. it is provided by the employer. JOHN HANCOCK LIFE INSURANCE POSITION: licensed insurance agent NATURE: to provide life insurance policies for the employees of the Housing Authorities who have their retirement accounts with VALIC/AIG Retirement. The policies are provided for the employees by the employer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/09/2019 ADDRESS: P.. O. Box 600, Buffalo NY 14201-0600, United States DESCRIPTION: meet with employees of the Housing Authorities and complete paperwork 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-15 |
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