Best Investors Account Sign in
Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-06-01
MA RA APPROVED 2026-05-11
  • CT RA
    APPROVED
    Since 2026-06-01
  • MA RA
    APPROVED
    Since 2026-05-11

Branch Locations

200 Summit Drive Suite 430, Burlington, MA 01803 • United States

South Lee, MA • 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
Massmutual Financial Group Springfield MA 01/2008 12/2020
Mml Distributors, Llc Springfield MA 05/2014 12/2020
Lincoln Financial Group Radnor PA 08/2021 05/2024
Unemployed South Lee MA 12/2020 08/2021
Lincoln Financial Distributors, Inc. Fort Wayne IN 05/2024 03/2026
Valic Financial Advisors, Inc. Wakefield MA 03/2026 Present
  • 01/2008 → 12/2020
    Massmutual Financial Group
    Springfield, MA
  • 05/2014 → 12/2020
    Mml Distributors, Llc
    Springfield, MA
  • 08/2021 → 05/2024
    Lincoln Financial Group
    Radnor, PA
  • 12/2020 → 08/2021
    Unemployed
    South Lee, MA
  • 05/2024 → 03/2026
    Lincoln Financial Distributors, Inc.
    Fort Wayne, IN
  • 03/2026 → Present
    Wakefield, MA
Other Businesses

AGIA POSITION: Agent NATURE: Non securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/16/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as Agent to sell non securities insurance products for AGIA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-31
S63 Uniform Securities Agent State Law Examination 2026-02-26
  • S65 Uniform Investment Adviser Law Examination
    2026-03-31
  • S63 Uniform Securities Agent State Law Examination
    2026-02-26

View on SEC IAPD

More in Burlington, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor