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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-16 |
| SC | RA | APPROVED | 2018-03-23 |
| FL | RA | APPROVED | 2017-03-20 |
| WA | RA | APPROVED | 2015-06-19 |
| MI | RA | APPROVED | 2014-03-07 |
| KY | RA | APPROVED | 2014-03-06 |
| GA | RA | APPROVED | 2013-08-08 |
| OH | RA | APPROVED | 2003-07-25 |
Branch Locations
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 | Independence | OH | 11/2002 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| University Of Akron | Akron | OH | 08/2024 | 01/2025 |
R J MUSENGO IRREVOCABLE TRUST DATED 4 JULY 2001. 5286 ASHWOOD DRIVE LYNDHURST, OH 44124. INVESTMENT RELATED. COMMENCED ACTIVITY 11/04/2014. DUTIES INCLUDE THE RIGHT TO BUY AND SELL SECURITIES IN THE ACCOUNT. LESS THAN 1% HOURS/MONTH IS DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS. AGIA POSITION: AGENT NATURE: NON SECURITIES INSURANCE PRODUCTS INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 ALLEN PARKWAY, HOUSTON TX 79019, United States DESCRIPTION: APPOINTED AS AGENT TO SELL NON-SECURITIES INSURANCE PRODUCTS FOR AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 1996-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-03 |
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