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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-31 |
| AL | RA | APPROVED | 2026-01-20 |
| OK | RA | APPROVED | 2026-01-13 |
| TX | RA | APPROVED_RES | 2023-07-12 |
| LA | RA | APPROVED | 2022-11-07 |
| AR | RA | APPROVED | 2022-03-01 |
| MS | RA | APPROVED | 2022-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Brentwood | TN | 07/2009 | 05/2020 |
| Kimery Wealth Management, Llc | Mephis | TN | 04/2021 | 02/2022 |
| Self Employed Day Trader | Memphis | TN | 06/2020 | 03/2021 |
| Valic Financial Advisors, Inc. | Ridgeland | MS | 01/2022 | 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 | 2007-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-22 |
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