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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-28 |
| KS | RA | APPROVED | 2025-04-24 |
| AL | RA | APPROVED | 2019-12-09 |
| GA | RA | APPROVED | 2019-05-29 |
Branch Locations
125 Plantation Centre Drive Suite 200, Macon, GA 31210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Houston County Board Of Education | Perry | GA | 08/1989 | 05/2018 |
| Valic Financial Advisors, Inc. | Macon | GA | 03/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Adjunct Online Instructor | Warner Robins | GA | 08/2023 | Present |
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 FINANCE COMMITTEE MEMBER FOR FIRST BAPTIST CHURCH CENTERVILLE POSITION: Finance Committee Member NATURE: Serving as one of 8 members of the Finance team for the church at which I am a member. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: Church Street, Centerville GA 31028, United States DESCRIPTION: I will be one of 8 members who are charged to help make financial decisions for the church, such as spending, budgeting, salaries for staff, etc. I have no ability to make unilateral decisions nor any access to any checking, savings, or investment accounts. ADJUNCT ONLINE INSTRUCTOR POSITION: adjunct online instructor NATURE: I do not work with this specific campus within the USG so I don't have any direct financial interest. I would be an online instructor for lower level college mathematics courses. 1 per semester. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2023 ADDRESS: 100 University Blvd, Warner Robins GA 31093, United States DESCRIPTION: I was approached by the head of the mathematics department, Dr. Richard Kilburn, about my possible interest in being an instructor for an online entry level mathematics course. The method of instruction is simply answering questions as asked by students through an online platform and via a school sponsored email. No in person requirements I would be allowed to check in with this platform at any hour of any day of the week, so no conflict with my normal workday as an advisor. This is something that, if approved, will replace the income lost when I left the high school umpiring as reported in December of 2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-14 |
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