Best Investors Account Sign in
Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-11
FL RA APPROVED 2026-05-21
PA RA APPROVED 2024-10-02
MI RA APPROVED 2015-10-15
IL RA APPROVED 2003-08-22
IN RA APPROVED 2003-08-22
  • TX RA
    APPROVED_RES
    Since 2026-08-11
  • FL RA
    APPROVED
    Since 2026-05-21
  • PA RA
    APPROVED
    Since 2024-10-02
  • MI RA
    APPROVED
    Since 2015-10-15
  • IL RA
    APPROVED
    Since 2003-08-22
  • IN RA
    APPROVED
    Since 2003-08-22

Branch Locations

3500 Franciscan Way, Michigan City, IN 46360 • United States

400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • 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
Valic Financial Advisors Carmel IN 03/2001 Present
Agia Houston TX 12/2022 Present
  • 03/2001 → Present
    Valic Financial Advisors
    Carmel, IN
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

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 AGIA POSITION: agent NATURE: Non-Security Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77109, United States DESCRIPTION: Appointed as agent to sell Non-Security Insurance Products for AGIA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-21
S63 Uniform Securities Agent State Law Examination 2001-03-08
  • S66 Uniform Combined State Law Examination
    2003-08-21
  • S63 Uniform Securities Agent State Law Examination
    2001-03-08

View on SEC IAPD

More in Michigan City, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor