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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-05
  • FL RA
    APPROVED
    Since 2025-12-05

Branch Locations

825 Thomasville Road, Tallahassee, FL 32303 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Tallahassee FL 03/2024 05/2025
Wells Fargo Bank, Na Tallahassee FL 03/2024 05/2025
Fifth Third Bank Englewood FL 11/2013 09/2017
Florida Community Bank Port Charlotte FL 09/2017 12/2017
Fifth Third Bank Englewood FL 12/2017 01/2019
Iberia Bank Sarasota FL 01/2019 03/2019
Charlotte State Bank Port Charlotte FL 04/2019 04/2021
Unemployed Arcadia FL 04/2021 07/2021
Fifth Third Bank Port Charlotte FL 07/2021 05/2022
Unemployed Arcadia FL 05/2022 03/2023
Seacoast Bank Sarasota FL 09/2022 03/2023
Donahue Nonprofit Solutions Englewood FL 03/2023 03/2024
Valic Financial Advisors, Inc. Tallahassee FL 11/2025 Present
Unemployed Havana FL 05/2025 10/2025
  • 03/2024 → 05/2025
    Wells Fargo Clearing Services, Llc
    Tallahassee, FL
  • 03/2024 → 05/2025
    Wells Fargo Bank, Na
    Tallahassee, FL
  • 11/2013 → 09/2017
    Fifth Third Bank
    Englewood, FL
  • 09/2017 → 12/2017
    Florida Community Bank
    Port Charlotte, FL
  • 12/2017 → 01/2019
    Fifth Third Bank
    Englewood, FL
  • 01/2019 → 03/2019
    Iberia Bank
    Sarasota, FL
  • 04/2019 → 04/2021
    Charlotte State Bank
    Port Charlotte, FL
  • 04/2021 → 07/2021
    Unemployed
    Arcadia, FL
  • 07/2021 → 05/2022
    Fifth Third Bank
    Port Charlotte, FL
  • 05/2022 → 03/2023
    Unemployed
    Arcadia, FL
  • 09/2022 → 03/2023
    Seacoast Bank
    Sarasota, FL
  • 03/2023 → 03/2024
    Donahue Nonprofit Solutions
    Englewood, FL
  • 11/2025 → Present
    Tallahassee, FL
  • 05/2025 → 10/2025
    Unemployed
    Havana, FL
Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/10/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as Agent to sell Non- Securities Insurance products for AGIA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-04
S63 Uniform Securities Agent State Law Examination 2024-05-22
  • S65 Uniform Investment Adviser Law Examination
    2025-12-04
  • S63 Uniform Securities Agent State Law Examination
    2024-05-22
Other Names
  • Michele Antini
  • Michele Veronica Smith
  • Michele V Smith
  • Michele Smith

View on SEC IAPD

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