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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-05-14 |
| AL | RA | APPROVED | 2026-05-12 |
| KY | RA | APPROVED | 2026-05-12 |
| CO | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED | 2024-03-06 |
| IN | RA | APPROVED | 2023-02-16 |
| NC | RA | APPROVED | 2022-09-07 |
| NY | RA | APPROVED | 2022-04-11 |
| SC | RA | APPROVED | 2019-11-06 |
| FL | RA | APPROVED | 2019-05-14 |
| PA | RA | APPROVED | 2018-12-12 |
| AZ | RA | APPROVED | 2017-10-02 |
| DC | RA | APPROVED | 2017-06-13 |
| GA | RA | APPROVED | 2017-06-13 |
| NJ | RA | APPROVED | 2017-06-08 |
| DE | RA | APPROVED | 2017-06-06 |
| VA | RA | APPROVED | 2017-06-06 |
| WA | RA | APPROVED | 2017-06-06 |
| MD | RA | APPROVED | 2017-05-24 |
Branch Locations
1201 Winterson Road Suite 130, Linthicum Heights, MD 21090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keel Point | Vienna | VA | 09/2008 | 05/2017 |
| Keel Point Capital, Llc | Vienna | VA | 01/2015 | 05/2017 |
| Valic Financial Advisors, Inc. | Berkeley Heights | NJ | 05/2017 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-24 |
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