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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-28 |
| NC | RA | APPROVED | 2019-05-16 |
| AL | RA | APPROVED | 2016-10-18 |
| GA | RA | APPROVED | 2016-05-12 |
| CA | RA | APPROVED | 2016-01-11 |
| FL | RA | APPROVED | 2013-03-19 |
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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Venice | FL | 03/2013 | 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 CARLYLE HEIGHTS CONDOMINIUM ASSOCIATION, INC POSITION: Board Member NATURE: Board Member on condominium association board. all meetings are during non-business hours. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: c/o Beacon Management Services, Two Premier Plaza, 5607 Glenridge Dr, Ste 490, Atlanta GA 30342, United States DESCRIPTION: Board Member for homeowner's association. Will not have any control of funds or act in a financial capacity. Notpermitted to act on behalf of association.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-12 |
| S66 | Uniform Combined State Law Examination | 2004-04-20 |
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