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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-17 |
| FL | RA | APPROVED | 2017-03-01 |
Branch Locations
4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States
3505 Lake Lynda Drive Suite 200, Orlando, FL 32817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Petersburg College | Clearwater | FL | 07/2015 | 10/2016 |
| Valic Financial Advisors, Inc. | Tampa | FL | 10/2016 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Rental Property | Orlando | FL | 03/2026 | Present |
Antoinette Lipscomb 478 Parkside Terrace Smyrna, GA 30082 Start date: 12/01/2018 Not investment related 1 hr. per week spent on outside business/none during securities trading hours. Power of Attorney for my mother. I pay her bills through online banking and maintain the checking account for her. Assist her with Medicare plan and Doctors. 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 RENTAL PROPERTY POSITION: Home Owner NATURE: Rental Property. We are renting this home to our son. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2026 ADDRESS: 2700 Harriet Drive, Orlando FL 32812, United States DESCRIPTION: We own the home. I do not have any duties. My son will pay the monthly mortgage payment of $1740 a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-28 |
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