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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-04-07
MS RA APPROVED 2025-02-28
FL RA APPROVED 2024-11-05
NC RA APPROVED 2024-11-04
KS RA APPROVED 2024-09-05
AR RA APPROVED 2020-06-26
AL RA APPROVED 2019-06-19
NM RA APPROVED 2015-11-25
LA RA APPROVED 2003-07-10
TX RA APPROVED_RES 2002-02-26
  • VA RA
    APPROVED
    Since 2026-04-07
  • MS RA
    APPROVED
    Since 2025-02-28
  • FL RA
    APPROVED
    Since 2024-11-05
  • NC RA
    APPROVED
    Since 2024-11-04
  • KS RA
    APPROVED
    Since 2024-09-05
  • AR RA
    APPROVED
    Since 2020-06-26
  • AL RA
    APPROVED
    Since 2019-06-19
  • NM RA
    APPROVED
    Since 2015-11-25
  • LA RA
    APPROVED
    Since 2003-07-10
  • TX RA
    APPROVED_RES
    Since 2002-02-26

Branch Locations

7591 Fern Ave Suite 1402, Shreveport, LA 71105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors Ridgeland MS 01/2000 Present
Agia Houston TX 12/2022 Present
East Texas Family Property Holdings, Llc Houston TX 11/2023 Present
  • 01/2000 → Present
    Valic Financial Advisors
    Ridgeland, MS
  • 12/2022 → Present
    Agia
    Houston, TX
  • 11/2023 → Present
    East Texas Family Property Holdings, Llc
    Houston, TX
Other Businesses

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 EAST TEXAS FAMILY PROPERTY HOLDINGS, LLC POSITION: secretary NATURE: rental property Keri Josephson (brother) is the president. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11/03/2023 ADDRESS: 18140Creek Drive, Houston TX 77080, United States DESCRIPTION: Assisting in managing the property including signing leases, managing the bank account and expenses. 1324 EAST TEXAS FAMILY PROPERTY HOLDINGS, LLC POSITION: secretary NATURE: rental property Keri Josephson (brother) is the president. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2024 ADDRESS: 1814 Creek Drive, Houston TX 77080, United States DESCRIPTION: Assisting in managing the property including signing leases, managing the bank and account/expenses and paying the bills. JOSEPHSON EAST TEXAS FAMILY PROPERTY HOLDINGS, LLC POSITION: secretary NATURE: rental property Keri Josephson (brother) is the president INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/04/2024 ADDRESS: 1814 Creek Drive, Houston TX 77080, United States DESCRIPTION: Assisting in managing the property including signing leases, managing the bank account/expenses, and paying the bills JOSEPHSON FAMILY PROPERTY HOLDINGS CORP POSITION: secretary NATURE: rental property Keri Josephson (brother) is the president INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/04/2024 ADDRESS: 1814 Creek Drive, Houston TX 77080, United States DESCRIPTION: assisting in managing the property including signing leases, managing the bank account/expenses, paying bills

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-08-08
S63 Uniform Securities Agent State Law Examination 1997-08-04
  • S65 Uniform Investment Adviser Law Examination
    1997-08-08
  • S63 Uniform Securities Agent State Law Examination
    1997-08-04
Other Names
  • Melissa Ann Josephson
  • Melissa Ann Mcconell

View on SEC IAPD

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