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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-22 |
| GA | RA | APPROVED | 2023-03-29 |
| IN | RA | APPROVED | 2022-11-18 |
| HI | RA | APPROVED | 2022-01-28 |
| AZ | RA | APPROVED | 2021-09-27 |
| NV | RA | APPROVED | 2021-09-27 |
| RI | RA | APPROVED | 2021-09-23 |
| CO | RA | APPROVED | 2021-09-22 |
| TX | RA | APPROVED_RES | 2021-09-22 |
| FL | RA | APPROVED | 2020-06-15 |
| PA | RA | APPROVED | 2017-03-17 |
| WA | RA | APPROVED | 2016-03-25 |
| CA | RA | APPROVED | 2015-03-25 |
| ID | RA | APPROVED | 2013-03-04 |
| OR | RA | APPROVED | 2008-05-08 |
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 | Eugene | OR | 03/2008 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Positive Housing | Portland | OR | 04/2024 | Present |
| Agia | Houston | TX | 01/2025 | Present |
HAIGHT STREET PROPERTIES POSITION: Owner NATURE: Residential rental property. My wife and I are the sole owners and operate the rental. We collect rents manage occupancy/repairs and maintenance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2012 ADDRESS: 4526 N Haight, Portland OR 97217, United States DESCRIPTION: Meet with new renters, show them the property. Collect rents, make repairs, coordinate repairs with contractors. POSITIVE HOUSING POSITION: Owner NATURE: Positive Housing is an LLC that currently holds four properties (11933 NE Fremont, 14218 NE Milton, 414 SE 111th Ave and 3140 NE 145th all in Portland ORegon) I have placed a 25% down payments with personal funds and taken a bank loan for the remaining balances. These properties were purchased to be used as a rentals for Drug and Alcohol rebab. We rent to two non-profits Bridges to Change and Transcending hope. Both organizations offer support for people on their path to recovery through peer delivered services, behavioral health care and stable housing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2024 ADDRESS: 11933 NE Freemont St, Portland OR 97220, United States DESCRIPTION: We have signed a 7 year leases. I have found the property and they manage the property day to day. I have negotiated this lease and they will reach out to me if there are maintenance issue they do not handle (new roof, painting house etc.). They cover most maintenance matters. Bridges to Change is not a client of ours. I am not aware of any employees who are clients of Corebridge (no clients of mine). I am not aware of any client of mine who would be going through this rehabilitative program. Transcending is not a client of ours. I am not aware of any employees who are clients of Corebridge (no clients of mine). I am not aware of any client of mine who would be going through this rehabilitative program. AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA. L - EXPONENTIAL POSITION: Owner NATURE: Residential rental property. My wife and I are the sole owners and operate the rental. We collect rents manage occupancyrepairs and maintenance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2018 ADDRESS: 8115 SE 19th Ave, Portland OR 97202, United States DESCRIPTION: Meet with new renters, show them the property. Collect rents, make repairs, coordinate repairs with contractors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-07 |
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