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

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-10-04
VA RA APPROVED 2022-08-04
MI RA APPROVED 2022-03-10
MO RA APPROVED 2022-03-09
AL RA APPROVED 2020-12-08
WA RA APPROVED 2020-12-08
FL RA APPROVED 2019-11-15
KY RA APPROVED 2018-06-15
NJ RA APPROVED 2018-04-19
SC RA APPROVED 2018-04-05
GA RA APPROVED 2003-03-05
  • MD RA
    APPROVED
    Since 2024-10-04
  • VA RA
    APPROVED
    Since 2022-08-04
  • MI RA
    APPROVED
    Since 2022-03-10
  • MO RA
    APPROVED
    Since 2022-03-09
  • AL RA
    APPROVED
    Since 2020-12-08
  • WA RA
    APPROVED
    Since 2020-12-08
  • FL RA
    APPROVED
    Since 2019-11-15
  • KY RA
    APPROVED
    Since 2018-06-15
  • NJ RA
    APPROVED
    Since 2018-04-19
  • SC RA
    APPROVED
    Since 2018-04-05
  • GA RA
    APPROVED
    Since 2003-03-05

Branch Locations

340 Eisenhower Drive Suite 1310, Savannah, GA 31406 • 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
Valic Financial Advisors Savannah GA 10/2002 Present
Agia Houston TX 12/2022 Present
  • 10/2002 → Present
    Valic Financial Advisors
    Savannah, GA
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

HAMPTON ST POSITION: Owner NATURE: This is a condo that is rented out on a long term basis. My spouse administers the bills and occasional maintenance requirements. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2005 ADDRESS: 300 Hampton St 11, Savannah GA 31406, United States DESCRIPTION: I have no personal duties associated with the unit. 21 E.60TH ST POSITION: Owner of property NATURE: Long term rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/24/2020 ADDRESS: 21 E 60th St, Savannah GA 31405, United States DESCRIPTION: Owner of property which is rented out. OGLETHORPE POSITION: Spouse of owner NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2021 ADDRESS: 20 Oglethorpe Place, Savannah GA 31406, United States DESCRIPTION: I have no duties associated with this property, it is managed by a property management company 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 1310 HOLDINGS LLC POSITION: Officer NATURE: Ownership of an office building. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2026 ADDRESS: 340 Eisenhower Dr Ste 1310, Savannah GA 31406, United States DESCRIPTION: Ownership of office building. No duties associated with the LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-03
S63 Uniform Securities Agent State Law Examination 2002-11-04
  • S65 Uniform Investment Adviser Law Examination
    2003-03-03
  • S63 Uniform Securities Agent State Law Examination
    2002-11-04
Other Names
  • Jo Dawson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Savannah, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor