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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-16 |
| AK | RA | APPROVED | 2026-01-29 |
| CT | RA | APPROVED | 2026-01-12 |
| WY | RA | APPROVED | 2025-05-23 |
| WV | RA | APPROVED | 2025-05-01 |
| KS | RA | APPROVED | 2025-04-28 |
| OR | RA | APPROVED | 2023-07-19 |
| NH | RA | APPROVED | 2023-05-18 |
| AZ | RA | APPROVED | 2023-02-07 |
| OK | RA | APPROVED | 2023-01-24 |
| VT | RA | APPROVED | 2023-01-24 |
| CA | RA | APPROVED | 2023-01-20 |
| IL | RA | APPROVED | 2023-01-20 |
| PA | RA | APPROVED | 2023-01-20 |
| AR | RA | APPROVED | 2023-01-19 |
| IN | RA | APPROVED | 2023-01-19 |
| MD | RA | APPROVED | 2023-01-19 |
| NY | RA | APPROVED | 2023-01-19 |
| WI | RA | APPROVED | 2023-01-19 |
| MO | RA | APPROVED | 2022-08-11 |
| MS | RA | APPROVED | 2022-05-27 |
| MI | RA | APPROVED | 2022-03-21 |
| OH | RA | APPROVED | 2022-03-17 |
| TX | RA | APPROVED_RES | 2021-10-27 |
| IA | RA | APPROVED | 2021-10-12 |
| ID | RA | APPROVED | 2021-08-05 |
| ME | RA | APPROVED | 2020-06-17 |
| NM | RA | APPROVED | 2019-05-02 |
| KY | RA | APPROVED | 2018-06-15 |
| NV | RA | APPROVED | 2018-06-15 |
| NJ | RA | APPROVED | 2018-04-19 |
| SD | RA | APPROVED | 2017-03-23 |
| CO | RA | APPROVED | 2017-01-11 |
| WA | RA | APPROVED | 2016-09-14 |
| NC | RA | APPROVED | 2014-12-01 |
| VA | RA | APPROVED | 2014-11-17 |
| MN | RA | APPROVED | 2014-08-04 |
| SC | RA | APPROVED | 2014-06-23 |
| FL | RA | APPROVED | 2014-06-20 |
| MT | RA | APPROVED | 2014-06-19 |
| AL | RA | APPROVED | 2014-06-18 |
| GA | RA | APPROVED | 2014-04-29 |
Branch Locations
1009 Northside Drive Suite 105, Perry, GA 31069 • United States
125 Plantation Centre Drive Suite 200, Macon, GA 31210 • United States
1100 Main Street Suite 409, Perry, GA 31069 • United States
125 Plantation Centre Drive Suite 200, Macon, GA 31210 • United States
125 Plantation Centre Drive Suite 200, Macon, GA 31210 • United States
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
823 Broad Street, Augusta, GA 30901 • United States
7029 Albert Pick Road Suite 206, Greensboro, NC 27409 • United States
2180 Satellite Boulevard Suite 400, Duluth, GA 30096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Macon | GA | 04/2014 | Present |
| Agia | Houston | TX | 12/2022 | 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 GWINNETT COUNTY PUBLIC SCHOOLS INVESTMENT OVERSIGHT COMMITTEE POSITION: Investment Community Member NATURE: Gwinnett County Public Schools Investment Oversight Committee. This will start effective October 1, 2023 and will consist of 4 meetings annually. Each meeting will last an hour and a half. The following is a description of the committee functions: A committee consisting of the CFO, the Director of Budgets; Financial Reporting, The Director of Internal Audit, and Two (2) Investment Community Members to be recommended by the Superintendent shall be appointed to review GCPS' Compliance and existing policy, compliance with Georgia code, and make recommendations to the Board regarding future policy revisions. The committee will submit a formal report of their findings at least annually to the Board. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 10/02/2023 ADDRESS: 437 Old Peachtree Rd. NW, Lawrenceville GA 30043, United States DESCRIPTION: Investment Communit Members to be recommended by the Superintendent shall be appointed to review GCPS' Compliance with existing policy, Compliance with Georgia code, and to make recommendations to the Board regarding future policy revisions. The Committee will submit a formal report of their findings at least annually to the Board. This position has NO VOTING authority. This is an OVERSIGHT committee ONLY. This committee reviews and is an oversight committee for short-term monies for payroll, building projects, etc. No policy revision for these monies will be made through this committee. Committee participation for review of administrative budget and related matters. No participation or involvement in retirement accounts or moneys related to VFA product shelf. There are direct reports/advisors that work on this group account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-08 |
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