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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-01-06 |
| NC | RA | APPROVED | 2023-11-07 |
| GA | RA | APPROVED | 2023-02-27 |
| FL | RA | APPROVED | 2014-05-16 |
Branch Locations
4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Tampa | FL | 09/2012 | Present |
| Agia | Houston | TX | 12/2022 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: Rental property for personal investment. Investment related for personal growth. Less than fourhours per month currently spent maintaining rental issues on average. No current business entity established. Statement information is sent to my primary residence. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2000 ADDRESS: 12460 Windtree Boulevard, Seminole FL 33772, United States DESCRIPTION: Maintain properties for tenant occupancy. 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-12 |
| S66 | Uniform Combined State Law Examination | 2007-11-08 |
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