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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-21 |
| AK | RA | APPROVED | 2022-09-15 |
| AZ | RA | APPROVED | 2022-02-23 |
| OR | RA | APPROVED | 2022-02-15 |
| ID | RA | APPROVED | 2022-02-14 |
| WA | RA | APPROVED | 2022-02-14 |
Branch Locations
1800 S.W. First Avenue Suite 420, Portland, OR 97201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Portland | OR | 07/1999 | Present |
| Agia | Houston | TX | 12/2022 | Present |
TRIPPLE J OUTFITTERS LLC POSITION: Owner NATURE: I am a named owner of our LLC, I do not receive any compensation nor spend any time at this business. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2015 ADDRESS: 63000 Stenkamp Road, Bend OR 97701, United States DESCRIPTION: I am able to sign checks on the LLC's bank account. TEMPEST DR RENTAL POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/12/2019 ADDRESS: 1630 SE Tempest Dr. Unit 10, Bend OR 97702, United States DESCRIPTION: Owner of property PINE VILLA HOA POSITION: President of the HOA Board NATURE: I am a board member, I do not receive any compensation for this position. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 1630 SE Tempest Drive, Bend OR 97701, United States DESCRIPTION: An officer of the HOA that is not permitted to act on behalf of the association without the consent of the majority of board members. 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 | 2022-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-15 |
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