Alphonse Earl Perry

Current Employers

Employment History

• 04/2006 → Present
  Valic Financial Advisors
  Birmingham, AL
• 02/2019 → 04/2019
  Gwfs Equities
  Birmingham, AL
• 12/2022 → Present
  Agia
  Houston, TX

Previous Registrations

• 2019-02-15 → 2019-04-10
  Empower Advisory Group, Llc
  Selma, AL
  Greenwood Village, CO
• 2006-11-23 → 2019-02-14
  Valic Financial Advisors, Inc.
  Montgomery, AL
  Birmingham, AL

Other Businesses

ChoicePoint Properties. 2400 Lauderdale St., Selma, AL 36701. Non-investment related. Commenced this activity on 5/22/17. Duties include owner of the property.10% hours/month is devoted to this activity with none during securities trading hours. SERENITY MEMORIAL GARDENS LLC POSITION: Owner NATURE: Cemetery operation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/04/2019 ADDRESS: 4660 Water Ave, Selma AL 36701, United States DESCRIPTION: Makes decisions that fall outside of established operating procedures NOTARY PUBLIC POSITION: Notary Public NATURE: Notary service. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2020 ADDRESS: 1101 Keith Way, Selma AL 36701, United States DESCRIPTION: Notary service as may be requested. I'm very much aware that I cannot provide this service for my clients. NOTARY PUBLIC POSITION: Notary Public NATURE: Notary service. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2020 ADDRESS: 3535 Grandview Pkwy, Suite 200, Birmingham AL 35243, United States DESCRIPTION: Notary service as may be requested. I'm very much aware that I cannot provide this service for my clients. 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 HISTORIC BROWN CHAPEL PRESERVATION SOCIETY, INC POSITION: Treasurer NATURE: Board member of this501(c)3 organization. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2019 ADDRESS: 2401 Medical Center Pkwy, Selma AL 36702, United States DESCRIPTION: Attend quarterly board meetings (or as may be called)to conduct business of the organization. Decisions, however, are made based on a majority vote of members. SELMA/DALLAS COUNTY INDUSTRIAL DEVELOPMENT BOARD POSITION: Asst Treasurer NATURE: Board member. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2019 ADDRESS: 707 Selma Ave, Selma AL 36701, United States DESCRIPTION: Attend meetings as called; discuss and vote on approval of development bond issues relating to Dallas County and/or the City or Selma. Sign check requiring two signatures only in the absence or unavailability of the treasurer.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-22
• S63 Uniform Securities Agent State Law Examination
  2006-09-22

Other Names

• Al Perry
• Alphonse Earl Perry
• Alphonse Perry