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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-02-11 |
| NY | RA | APPROVED | 2021-08-16 |
| ME | RA | APPROVED | 2019-09-09 |
| RI | RA | APPROVED | 2019-05-24 |
| SC | RA | APPROVED | 2018-11-05 |
| NC | RA | APPROVED | 2018-05-18 |
| FL | RA | APPROVED | 2014-12-22 |
| OH | RA | APPROVED | 2014-04-08 |
| VT | RA | APPROVED | 2012-06-26 |
| MA | RA | APPROVED | 2012-06-19 |
| NH | RA | APPROVED | 2012-06-07 |
| CT | RA | APPROVED | 2012-06-05 |
Branch Locations
200 Summit Drive Suite 430, Burlington, MA 01803 • United States
Simsbury, CT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Nashua | NH | 06/2012 | Present |
| Agia | Houston | TX | 12/2022 | Present |
SELF EMPLOYED CONTRACTOR - 1099 POSITION: Contract Employee - Instructor NATURE: I will be a part time 1099 employee holding clinics for the Town of Simsbury and possibly other organizations and towns. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 17 Saxton Brook, Simsbury CT 06070, United States DESCRIPTION: I will be running clinics in town teaching Mountain Bike Fundamentals and skills. NINJA MOUNTAIN BIKE PERFORMANCE POSITION: Assistant Mountain Bike Coach NATURE: Ninja Mountain Bike Performance is a group of passionate, dirt-loving, community oriented, world class instructors committed to helping riders reach their personal riding goals. I will be helping run clinics at various locations to coach riders on the skills and techniques for mountain biking. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2020 ADDRESS: 6510 S 6th St #135, Klamath Falls OR 97603, United States DESCRIPTION: I will be assisting the Lead Coach in running drills and explaining the skills and maneuvers to the students. I will be a contract employee ( 1099 ) DYNAMIC CYCLING ADVENTURES POSITION: Coach NATURE: I am a contracted coach paid as a 1099 employee. I will be leading mountain bike clinics are various locations in New England. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2022 ADDRESS: 236 Apple Tree Lane, East Burke VT 05832, United States DESCRIPTION: Teaching participants different disciplines of mountain biking and leading on organized rides. OFF CAMBER MTB COACHING LLC POSITION: Owner NATURE: Mountain Bike Coach INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2022 ADDRESS: 17 Saxton Brook Dr, Simsbury CT 06070, United States DESCRIPTION: I will be teaching mountain bike clinics. 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 BUTTERNUT BASIN INC POSITION: Ski Race Coach NATURE: I will be coaching ski racing on weekends in the winter. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2024 ADDRESS: 380 State Rd, Great Barrington MA 01230, United States DESCRIPTION: I will be part of a team that teaches children how to ski and race. Assign students into appropriate age and development groups.Responsible for on-hill setup and takedown of race training equipment.Responsible for ensuring athlete safety through best practice course design, setup, and management.Be knowledgeable in the principles and application of alpine ski racing, and the ability to demonstrate and communicate that knowledge clearly and positively.Be professional and knowledgeable in all aspects of Ski Butternut, including food and beverage, trails and lifts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-13 |
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