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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-10 |
| FL | RA | APPROVED | 2025-12-08 |
| OH | RA | APPROVED | 2025-05-14 |
| IN | RA | APPROVED | 2025-05-12 |
| IL | RA | APPROVED | 2024-12-19 |
| MO | RA | APPROVED | 2024-12-12 |
Branch Locations
630 West Carmel Drive Suite 140, Carmel, IN 46032 • 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, Inc. | St. Louis | MO | 09/2014 | 10/2022 |
| Citigroup | St. Louis | MO | 01/2023 | 06/2023 |
| Missionsquare Investment Services | Washington | DC | 06/2023 | 04/2024 |
| Missionsquare Retirement | Washington | DC | 06/2023 | 04/2024 |
| Compass Retirement Group Llc | St. Louis | MO | 04/2024 | 12/2024 |
| Unemployed | Chesterfield | MO | 09/2022 | 01/2023 |
| Valic Financial Advisors, Inc | St. Louis | MO | 12/2024 | Present |
| Agia | Houston | TX | 12/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-23 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-18 |
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