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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-29 |
| SC | RA | APPROVED | 2025-07-18 |
| GA | RA | APPROVED | 2025-06-27 |
| CA | RA | APPROVED | 2022-01-31 |
| NC | RA | APPROVED | 2020-10-06 |
| CO | RA | APPROVED | 2017-07-12 |
| FL | RA | APPROVED | 2016-01-07 |
| DC | RA | APPROVED | 2011-04-21 |
| DE | RA | APPROVED | 2011-04-08 |
| MD | RA | APPROVED | 2011-04-08 |
| PA | RA | APPROVED | 2011-04-08 |
| VA | RA | APPROVED | 2011-04-08 |
Branch Locations
22 West Padonia Road Suite A 307, Timonium, MD 21093-2227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Social Impact Partners, Llc | Cockeysville | MD | 01/2009 | Present |
| Valic Financial Advisors, Inc. | Timonium | MD | 01/2011 | Present |
| Agia | Houston | TX | 12/2022 | Present |
SOCIAL IMPACT PARTNERS, LLC POSITION: Managing Director NATURE: Coaching and consulting on personal and corporate social engagement strategy INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2009 ADDRESS: 7 Gatespring Court, Cockeysville MD 21030, United States DESCRIPTION: consult and coach with individuals to identify and implement social engagement/charitable community strategies DELAWARE HOUSE RENTAL POSITION: Owner NATURE: Seasonal rental property on the Delaware Shore. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 36024 Nantasket Avenue, Ocean View, DE 19970, United States DESCRIPTION: Own property that is periodically rented. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products DELAWARE HOUSE RENTAL POSITION: Partner NATURE: Seasonal rental property on the Delaware Shore INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 36024 Nantasket Avenue, Ocean View DE 19970, United States DESCRIPTION: Own property that is periodically rented. Screen clients from list of friends and family and manage their weekly stays.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-12 |
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