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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| AL | RA | APPROVED | 2020-10-23 |
| GA | RA | APPROVED | 2020-08-18 |
Branch Locations
2919 Allen Parkway L3-20, Houston, TX 77019-2158 • UNITED STATES
Summerville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Atlanta | GA | 04/2010 | 06/2019 |
| Foresters Advisory Services Llc | Atlanta | GA | 10/2018 | 06/2019 |
| Global Atlantic | Topeka | KS | 02/2019 | 06/2019 |
| Cetera Investment Services Ll | St Cloud | MN | 06/2019 | 06/2020 |
| Cetera Investment Advisers Llc | Atlanta | GA | 06/2019 | 06/2020 |
| Valic Financial Advisors, Inc. | Atlanta | GA | 08/2020 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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 | 2018-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-21 |
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