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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-11 |
| VT | RA | APPROVED | 2024-12-12 |
| CO | RA | APPROVED | 2024-04-23 |
| AZ | RA | APPROVED | 2021-08-12 |
| VA | RA | APPROVED | 2021-06-09 |
| TX | RA | APPROVED_RES | 2020-11-10 |
| FL | RA | APPROVED | 2019-06-12 |
| AR | RA | APPROVED | 2019-03-19 |
| MT | RA | APPROVED | 2019-03-19 |
| UT | RA | APPROVED | 2019-03-19 |
| WA | RA | APPROVED | 2016-01-27 |
| NV | RA | APPROVED | 2015-06-11 |
| HI | RA | APPROVED | 2013-01-09 |
| NM | RA | APPROVED | 2007-07-16 |
| OR | RA | APPROVED | 2007-06-19 |
| ID | RA | APPROVED | 2007-03-07 |
| CA | RA | APPROVED | 2002-11-14 |
Branch Locations
1150 9Th Street Suite 1212, Modesto, CA 95354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Modesto | CA | 11/1996 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance Products for AGIA WASHINGTON HOSPITAL FOUNDATION POSITION: Treasurer NATURE: I am a trustee on the board currently serve as Treasurer. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1998 ADDRESS: 2000 Mowry Avenue, Fremont CA 94536, United States DESCRIPTION: Duties as Treasurer include presenting financial reports at quarterly meetings of the Board of Trustees and for the Executive Committee quarterly meetings. As the Treasurer I chair the Investment and Audit Committee meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-05 |
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