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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2023-01-13 |
| SC | RA | APPROVED | 2023-01-13 |
| CO | RA | APPROVED | 2021-11-12 |
| NY | RA | APPROVED | 2021-08-16 |
| IL | RA | APPROVED | 2020-01-28 |
| GA | RA | APPROVED | 2019-11-21 |
| NJ | RA | APPROVED | 2019-09-23 |
| TX | RA | APPROVED | 2014-08-14 |
| FL | RA | APPROVED | 2014-01-23 |
| PA | RA | APPROVED | 2010-08-30 |
| NC | RA | APPROVED | 2003-05-13 |
Branch Locations
4000 S. Faber Place Drive Suite 300, North Charleston, SC 29405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Durham | NC | 10/1997 | Present |
| Agia | Houston | TX | 12/2022 | Present |
NOTARY. 1052 GARDNER ROAD CHARLESTON, SC 29407. NON-INVESTMENT RELATED. START DATE: 01/01/2017. >1% OF TIME SPENT ON OUTSIDE BUSINESS/NONE DURING SECURITIES TRADING HOURS. I WILL PROVIDE NOTARY SERVICES TO VALIC CLIENTS. BOARD MEMBER CAMPUS OUTREACH CHARLESTON POSITION: Advisory board member NATURE: board member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2019 ADDRESS: 316 Egypt Road, Mount Pleasant SC 29464, United States DESCRIPTION: review and approve budgets and salaries and planning GLOBAL IMPACT COMMITTEE POSITION: committee member NATURE: Oversee missions ministry of East Cooper Baptist Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 316 Egypt Rd, Mt Pleasant SC 29464, United States DESCRIPTION: Approve financial support for missionaries. Approve funding for mission projects 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 DIRECTOR COLSON FELLOWS ECBC AFFILIATE POSITION: Director NATURE: On a volunteer basis, once a month 9 months a year I facitiate a 3 hour meeting for discussion and interaction. I also review progress of people involved in the Colson Fellows program. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2025 ADDRESS: 361 Egypt Road, Mt Pleasant SC 29464, United States DESCRIPTION: On a volunteer basis, once a month 9 months a year I facitiate a 3 hour meeting for discussion and interaction. I also review progress of people involved in the Colson Fellows program. TIMESHARE RENTAL POSITION: owner NATURE: Rental of booked timeshare property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/06/2026 ADDRESS: 947 Scotland Dr, Mt Pleasant SC 29464, United States DESCRIPTION: I personally have no duties other than to approve the rental. My wife Julie Diamond does all the work of booking the excess timeshare that we own and renting it out on a time share rental site. Currently we are using "redweek". ELDER BOARD EAST COOPER BAPTIST CHURCH POSITION: Elder NATURE: Elder board member, Central leadership team INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2026 ADDRESS: 316 Egypt Rd, Mount Pleasant SC 29464, United States DESCRIPTION: Approve annual budget, asses pastor staff, make decisons reguarding the direction of the church, trouble shooting problems and conflicts. Review decisions made by church staff and provide input.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-23 |
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