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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-03-18 |
| OH | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED | 2022-05-11 |
| MO | RA | APPROVED | 2021-10-13 |
| NY | RA | APPROVED | 2021-08-16 |
| MD | RA | APPROVED | 2021-06-02 |
| IA | RA | APPROVED | 2020-08-03 |
| RI | RA | APPROVED | 2017-06-19 |
| OR | RA | APPROVED | 2016-10-11 |
| CT | RA | APPROVED | 2016-03-15 |
| IN | RA | APPROVED | 2016-03-15 |
| VA | RA | APPROVED | 2016-03-15 |
| AZ | RA | APPROVED | 2015-12-07 |
| CA | RA | APPROVED | 2015-04-23 |
| NJ | RA | APPROVED | 2015-01-30 |
| KY | RA | APPROVED | 2007-08-29 |
| WV | RA | APPROVED | 2007-03-19 |
| GA | RA | APPROVED | 2006-09-07 |
| SC | RA | APPROVED | 2005-05-24 |
| FL | RA | APPROVED | 2004-08-12 |
| PA | RA | APPROVED | 2002-05-21 |
Branch Locations
Bellefonte, PA • United States
Two Summit Park Drive Suite 500, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Blue Bell | PA | 10/1998 | Present |
| Agia | Houston | TX | 12/2022 | Present |
CHURCH MUSICIAN POSITION: Assistant Organist NATURE: I am a church musician. I play organ andpiano at church services once or twice a month INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 216 N McAllister St, Bellefonte PA 16823, United States DESCRIPTION: Play organ and piano at church services MUSICIAN POSITION: Musician NATURE: I occasionally play piano or trumpet in various musical organizations. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1997 ADDRESS: 1292 Pine Cir, Bellefonte PA 16823, United States DESCRIPTION: Play piano or trumpet ST JOHN LUTHERAN CHURCH POSITION: Finance Commitee NATURE: St. John Lutheran Church is a church and conducts services weekly. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2019 ADDRESS: 216 N McAllister St, Bellefonte PA 16823, United States DESCRIPTION: I am on the finance committee. The finance committee reviews the budget and monitors income, expenses, and investments. I am listed as able to write checks on behalf of the church, but only as a backup signer in the event the church treasurer is unable to perform her duty. 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 CHURCH MUSICIAN POSITION: Assistant Organist NATURE: I am a church musician. I play organ andpiano at church services once or twice a month INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 216 N McAllister St, Bellefonte PA 16823, United States DESCRIPTION: Play organ and piano at church services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-05 |
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