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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-12 |
| PA | RA | APPROVED | 2022-02-04 |
| NY | RA | APPROVED | 2021-08-16 |
| WV | RA | APPROVED | 2013-06-26 |
| OH | RA | APPROVED | 2013-06-18 |
Branch Locations
400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Blue Bell | PA | 03/2001 | Present |
| Agia | Houston | TX | 12/2022 | Present |
IBEW LOCAL #56 FCU POSITION: Supervisory Committee Chairperson NATURE: Supervisory committee chairperson of my local credit union. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2000 ADDRESS: 962 West 20th Street, Erie PA 16502, United States DESCRIPTION: Assist other supervisory committee members with the annual audit and test for compliance of Federal Regulations. Present a written statement to the board of director's along with the results of audit. 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 | 2013-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-05 |
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