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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2018-06-13 |
| GA | RA | APPROVED | 2018-03-23 |
Branch Locations
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Limestone Valley Rc&D | Fort Oglethorpe | GA | 08/2016 | 02/2018 |
| Valic Financial Advisors, Inc. | Atlanta | GA | 01/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Sexual Assault Center of Northwest Georgia. 414 Shorter Avenue NW, Rome, GA 30165. Non investment-related. Commenced activity 7/09/18. Member of Board of Directors with duties which include meet once per month to ensure mission of organization is being carried out. Less than 1% hours/month is devoted to this activity with none during securities trading hours. Coosa River Basin Initiative. 5 Broad Street, Rome, GA 30161. Non investment-related. Commenced activity 7/09/18. Board Member with duties which include helping to ensure mission of organization is carried out. Less than 1% hours/month is devoted to this activity with none during securities trading hours. 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 EXTRA SPECIAL PEOPLE POSITION: Board Member for Rome ESP NATURE: Board Member for nonprofit organization that creates transformative experiences for people with disabilities and their families, changing communities for the better. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 189 VFW Drive, Watkinsville GA 30677, United States DESCRIPTION: Attend board meetings and help further mission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-23 |
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