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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-07-29 |
| MA | RA | APPROVED | 2024-11-05 |
| NH | RA | APPROVED | 2024-03-21 |
| WA | RA | APPROVED | 2024-03-18 |
| AL | RA | APPROVED | 2024-03-15 |
| UT | RA | APPROVED | 2024-03-15 |
| SD | RA | APPROVED | 2023-01-23 |
| MS | RA | APPROVED | 2023-01-20 |
| MI | RA | APPROVED | 2023-01-19 |
| WI | RA | APPROVED | 2023-01-19 |
| HI | RA | APPROVED | 2022-12-16 |
| ME | RA | APPROVED | 2022-03-17 |
| NY | RA | APPROVED | 2021-08-16 |
| IA | RA | APPROVED | 2020-10-06 |
| ND | RA | APPROVED | 2019-09-17 |
| VT | RA | APPROVED | 2018-10-09 |
| CT | RA | APPROVED | 2018-02-06 |
| CO | RA | APPROVED | 2018-02-02 |
| IL | RA | APPROVED | 2018-02-02 |
| NV | RA | APPROVED | 2018-01-16 |
| OR | RA | APPROVED | 2018-01-08 |
| MN | RA | APPROVED | 2018-01-07 |
| GA | RA | APPROVED | 2017-11-20 |
| AZ | RA | APPROVED | 2017-11-07 |
| DE | RA | APPROVED | 2017-11-07 |
| NC | RA | APPROVED | 2017-11-07 |
| MO | RA | APPROVED | 2017-11-06 |
| AR | RA | APPROVED | 2017-11-03 |
| CA | RA | APPROVED | 2017-11-03 |
| IN | RA | APPROVED | 2017-11-03 |
| LA | RA | APPROVED | 2017-11-03 |
| RI | RA | APPROVED | 2017-11-03 |
| SC | RA | APPROVED | 2017-11-03 |
| TX | RA | APPROVED_RES | 2017-11-03 |
| VA | RA | APPROVED | 2017-11-03 |
| KY | RA | APPROVED | 2017-11-02 |
| MD | RA | APPROVED | 2017-04-19 |
| WV | RA | APPROVED | 2016-03-08 |
| NJ | RA | APPROVED | 2015-06-10 |
| FL | RA | APPROVED | 2015-02-19 |
| OH | RA | APPROVED | 2014-10-21 |
| PA | RA | APPROVED | 2008-09-10 |
Branch Locations
8111 Emerson Ave, Indianapolis, IN 46237 • United States
4905 W Tilghman Suite 300, Allentown, PA 18104 • United States
1701 South Creasy Lane Room 1F25, Layfatte, IN 47905 • United States
400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • United States
8050 North High Street Suite 130, Columbus, OH 43235 • United States
400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • United States
12750 Saint Francis Drive, Crown Point, IN 46307 • United States
3500 Franciscan Way, Michigan City, IN 46360 • United States
20201 Crawford Ave Room S101, Olympia Fields, IL 60461 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Pittsburgh | PA | 01/2004 | Present |
| Agia | Houston | TX | 12/2022 | Present |
PLEXUS WORLDWIDE POSITION: Ambassador NATURE: Distributor of Health Products INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2015 ADDRESS: 1012 Sophia Lane, MArs PA 16046, United States DESCRIPTION: I am an ambassador of the company and could sell to others if I choose. I do not currently market or sell to others. I am an ambassador to receive the discount. 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 | 2008-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-19 |
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