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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-08-31 |
| LA | RA | APPROVED | 2026-08-28 |
| MI | RA | APPROVED | 2025-12-11 |
| NY | RA | APPROVED | 2025-07-24 |
| CA | RA | APPROVED | 2025-07-17 |
| IL | RA | APPROVED | 2025-06-18 |
| TX | RA | APPROVED_RES | 2021-12-12 |
| PA | RA | APPROVED | 2021-07-12 |
| CO | RA | APPROVED | 2021-04-27 |
| MD | RA | APPROVED | 2020-11-10 |
| AL | RA | APPROVED | 2020-11-09 |
| IN | RA | APPROVED | 2018-12-11 |
| NC | RA | APPROVED | 2016-07-22 |
| GA | RA | APPROVED | 2015-09-18 |
| FL | RA | APPROVED | 2007-05-08 |
Branch Locations
825 Thomasville Road, Tallahassee, FL 32303 • United States
825 Thomasville Road, Tallahassee, FL 32303 • United States
825 Thomasville Road, Tallahassee,, FL 32303 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Tallahassee | FL | 03/2007 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Holy Comforter School Board | Tallahassee | FL | 08/2019 | Present |
| Rental Property | Alligator Point | FL | 10/2023 | Present |
LEON HIGH SCHOOL FOUNDATION POSITION: board member NATURE: board member INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: PO Box 15963, Tallahassee FL 32317, United States DESCRIPTION: attend monthly meetings during lunch, sell tickets for annual Spring Fling 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 RENTAL PROPERTIES POSITION: owner NATURE: rental properties, 2 townhomes in the same community INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2023 ADDRESS: 1646 Alligator Dr, Alligator Point FL 32346, United States DESCRIPTION: Hiring mgmt company to mange the rentals YOUNG LIFE BOARD POSITION: Finance committee NATURE: Helping kids connect with the local church & have faith. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2025 ADDRESS: PO Box 3743, Tallahassee FL 32315, United States DESCRIPTION: Just got asked to be on the board. I will be on the finance committe for the local younglife chapter. Work closely with the area director to make sure they are spending within their budget. ORDAINED MINISTER POSITION: ordained minister NATURE: Got ordained so I could marry a family member INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/14/2026 ADDRESS: 2352 Haskell Dr, Antioch TN 37013, United States DESCRIPTION: I have no interest in the business. Just disclosing this to cover my bases
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-22 |
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