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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-19 |
| MD | RA | APPROVED | 2025-05-19 |
Branch Locations
24 Frederick Road, Ellicott City, MD 21043 • United States
Mesa, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Glen Burnie | MD | 06/2002 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Osaic Wealth, Inc | Ellicott | MD | 04/2025 | Present |
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 | 2003-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-27 |
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