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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-05-28 |
| OH | RA | APPROVED | 2022-02-04 |
| ME | RA | APPROVED | 2020-06-17 |
| AL | RA | APPROVED | 2020-03-10 |
| NM | RA | APPROVED | 2019-05-02 |
| NC | RA | APPROVED | 2019-04-10 |
| VA | RA | APPROVED | 2014-11-12 |
| FL | RA | APPROVED | 2012-01-10 |
| SC | RA | APPROVED | 2003-04-25 |
| GA | RA | APPROVED | 2003-03-31 |
Branch Locations
340 Eisenhower Drive Suite 1310, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Atlanta | GA | 02/1999 | Present |
| Agia | Houston | TX | 12/2022 | Present |
NOTARY PUBLIC POSITION: Notary Public NATURE: I occasionally provide notarial services. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1999 ADDRESS: 207 Johnston Street, Savannah GA 31405, United States DESCRIPTION: Verify signatures and provide Notary guarantee. 56TH STREET REAL ESTATE, LLC POSITION: Owner NATURE: This LLC owns a residential 4-plex. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 207 Johnston Street, Savannah GA 31405, United States DESCRIPTION: I occasionally meet with the management company that takes care of all tenant issues. I am responsible for making sure all taxes, insurance, etc.. are paid in a timely manner. RICHARD K. LANE, HOME RENOVATION POSITION: Owner NATURE: I purchase a home and work with a general contractor to renovate with the intention of selling after the renovations are complete. Once one project is complete/sold, I work with a realtor to identify another project. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2019 ADDRESS: 207 Johnston Street, Savannah GA 31405, United States DESCRIPTION: I am financially responsible for all costs associated with this home renovation process. KELLY REILLEY, LLC POSITION: Sole Owner NATURE: Kelly Reilley, LLC owns a residential 5-plex. I use a management company and this investment takes very little time. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 207 Johnston Street, Savannah GA 31405, United States DESCRIPTION: Communicate with building manager to approve maintenance/tenant issues. I pay the mortgage and other associated bills from a checking account in the name of the LLC. ELITE ARRIVALS, LLC POSITION: Owner NATURE: This LLC rents classic cars, owned by me, for weddings and special events. It also is involved in selling products through WalMart MarketPlace. This part of the business. This aspect of the business is simply a one time investment on my part and I have no active or ongoing management of this investment. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2017 ADDRESS: 207 Johnston Street, Savannah GA 31405, United States DESCRIPTION: Communicate with wedding planners to arrange dates and cars. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-24 |
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