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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-23 |
| GA | RA | APPROVED | 2025-02-24 |
| CA | RA | APPROVED | 2024-09-30 |
| NY | RA | APPROVED | 2021-08-16 |
| AZ | RA | APPROVED | 2020-10-14 |
| WY | RA | APPROVED | 2020-10-12 |
| MT | RA | APPROVED | 2020-10-06 |
| VA | RA | APPROVED | 2020-10-05 |
| MO | RA | APPROVED | 2020-10-01 |
| CT | RA | APPROVED | 2020-02-20 |
| MD | RA | APPROVED | 2019-09-18 |
| IA | RA | APPROVED | 2019-06-19 |
| CO | RA | APPROVED | 2019-01-22 |
| MN | RA | APPROVED | 2019-01-22 |
| TX | RA | APPROVED_RES | 2018-04-23 |
| OR | RA | APPROVED | 2017-02-16 |
| NC | RA | APPROVED | 2017-02-02 |
| WI | RA | APPROVED | 2017-02-02 |
| IN | RA | APPROVED | 2012-03-14 |
| FL | RA | APPROVED | 2010-09-30 |
| IL | RA | APPROVED | 2004-07-01 |
Branch Locations
500 West Madison Suite 2850, Chicago, IL 60661 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Chicago | IL | 08/2001 | Present |
| Agia | Houston | TX | 12/2022 | Present |
SANDBAR MARINA ON LAKE MARIE POSITION: owner NATURE: Store boats and wave runners INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 24220 W Petite Lake Road, Lake Villa IL 60046, United States DESCRIPTION: meet people as the drop off boats and wave runner for storage SANDBAR LAND COMPANY POSITION: owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 24220 w petite Lake road, Lake villa IL 60046, United States DESCRIPTION: Meet with renters for air B and B SANDBAR BAR AND GRILLE POSITION: Treasurer NATURE: board member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2019 ADDRESS: 40870 N Douglas Ave, Antioch IL 60002, United States DESCRIPTION: review financials of the company and help them maximize probability 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 MAX & BOYD'S HIDEOUT INC POSITION: Owner NATURE: 50% owner of Restaurant and Bar which my wife will be running. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2026 ADDRESS: 25344 W Richmond Ave, Antioch IL 60002, United States DESCRIPTION: Just the 50% owner of business with my wife who will be running it.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-01 |
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