Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-24 |
| MI | RA | APPROVED | 2021-01-15 |
| FL | RA | APPROVED | 2021-01-14 |
| IL | RA | APPROVED | 2021-01-14 |
| AL | RA | APPROVED | 2021-01-13 |
| OH | RA | APPROVED | 2021-01-13 |
| PA | RA | APPROVED | 2021-01-12 |
| GA | RA | APPROVED | 2016-08-26 |
| VA | RA | APPROVED | 2011-01-25 |
| SC | RA | APPROVED | 2007-07-20 |
| NC | RA | APPROVED | 2001-12-31 |
Branch Locations
7029 Albert Pick Road Suite 206, Greensboro, NC 27409 • United States
Ocean Isle Beach, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Durham | NC | 08/1997 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Windy Ridge Homeowners Association. 3783 Hornets Nest Ct., Concord, NC 28027. Non investment-related. Commenced activity 3/3/2018. Treasurer with duties which include sending letters and collecting for dues, paying neighborhood bills such as electric and landscaping, and maintain the checkbook. 1 hour/mth 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-21 |
Reach out to this advisor