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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-03-09 |
| TN | RA | APPROVED | 2025-09-25 |
| ID | RA | APPROVED | 2024-04-15 |
| IA | RA | APPROVED | 2024-04-15 |
| WY | RA | APPROVED | 2024-04-15 |
| HI | RA | APPROVED | 2024-03-15 |
| NE | RA | APPROVED | 2023-01-24 |
| SD | RA | APPROVED | 2023-01-23 |
| WI | RA | APPROVED | 2023-01-19 |
| NY | RA | APPROVED | 2021-08-16 |
| UT | RA | APPROVED | 2020-10-05 |
| MT | RA | APPROVED | 2019-12-16 |
| MN | RA | APPROVED | 2019-08-07 |
| AK | RA | APPROVED | 2018-10-30 |
| NV | RA | APPROVED | 2018-10-04 |
| CT | RA | APPROVED | 2018-05-03 |
| NM | RA | APPROVED | 2017-05-10 |
| AR | RA | APPROVED | 2016-04-27 |
| CO | RA | APPROVED | 2015-11-17 |
| KY | RA | APPROVED | 2015-05-28 |
| MO | RA | APPROVED | 2014-11-05 |
| LA | RA | APPROVED | 2014-06-26 |
| KS | RA | APPROVED | 2014-06-19 |
| IN | RA | APPROVED | 2014-05-08 |
| OR | RA | APPROVED | 2014-01-21 |
| MA | RA | APPROVED | 2011-07-29 |
| ME | RA | APPROVED | 2011-07-28 |
| WV | RA | APPROVED | 2011-01-18 |
| AZ | RA | APPROVED | 2011-01-14 |
| RI | RA | APPROVED | 2011-01-14 |
| AL | RA | APPROVED | 2010-08-11 |
| MI | RA | APPROVED | 2010-06-04 |
| MD | RA | APPROVED | 2007-10-23 |
| DC | RA | APPROVED | 2007-08-02 |
| OH | RA | APPROVED | 2007-07-30 |
| MS | RA | APPROVED | 2007-05-23 |
| NJ | RA | APPROVED | 2007-05-10 |
| WA | RA | APPROVED | 2007-02-02 |
| DE | RA | APPROVED | 2006-11-21 |
| GA | RA | APPROVED | 2006-08-23 |
| FL | RA | APPROVED | 2006-08-21 |
| SC | RA | APPROVED | 2006-08-21 |
| CA | RA | APPROVED | 2006-08-18 |
| IL | RA | APPROVED | 2006-08-18 |
| PA | RA | APPROVED | 2006-08-18 |
| TX | RA | APPROVED | 2006-08-18 |
| VA | RA | APPROVED | 2006-08-18 |
| NC | RA | APPROVED | 2003-03-26 |
Branch Locations
1 Music Circle North Suite 400, Nashville, TN 37203 • United States
521 N. Mcduffie Street Suite 1, Anderson, SC 29621 • United States
3211 Shannon Road Suite 600, Durham, NC 27707 • United States
300 West 27Th Street, Lumberton, NC 28359 • United States
3211 Shannon Road Suite 600, Durham, NC 27707 • United States
754 First Street Suite 101, Macon, GA 31201 • United States
7029 Albert Pick Road Suite 206, Greensboro, NC 27409 • United States
823 Broad Street, Augusta, GA 30901 • United States
2400 W. Friendly Avenue, Greensboro, NC 27403 • United States
122 North Madison Street, Thomasville, GA 31792 • United States
125 Plantation Centre Drive Suite 200, Macon, GA 31210 • United States
The Moses H. Cone Memorial Hospital 1200 North Elm Street, Suite 1-C280, Greensboro, NC 27401 • United States
1238 Huffman Mill Road Grand Oak Center, Suite Gc219, Burlington, NC 27215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Durham | NC | 03/2003 | Present |
| Agia | Houston | TX | 12/2022 | Present |
AGRICULTURE PROPERTY POSITION: owner NATURE: I own land that to generate revenue through agricultural rents and occasional timber sales. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2016 ADDRESS: 520 Weycroft Grant Drive, Cary NC 27519, United States DESCRIPTION: I own the property. I utilize the property for rental income. I am 100% owner and no one else is involved. My duties are to negotiate rental agreements. 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 EXECUTOR OF THE ESTATE OF VIRGINIA LEONARD LILES BORN 12-24-1931 AND DIED ON 7-29-25 POSITION: Executor NATURE: I am the Executor of my aunt Virginia Liles Estate. I am an heir and will receive a 1/7th interest once the probate is complete. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 07/31/2025 ADDRESS: 56 Wilson Road, Elizabethtown NC 28337, United States DESCRIPTION: I will administer the estate and close it out over the next year. Complete the requirements to administer and close out my aunts estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-24 |
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