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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-01 |
| FL | RA | APPROVED | 2021-06-29 |
| MD | RA | APPROVED | 2016-09-14 |
| CA | RA | APPROVED | 2016-01-06 |
| TX | RA | APPROVED_RES | 2014-12-15 |
| GA | RA | APPROVED | 2011-12-15 |
| DE | RA | APPROVED | 2007-11-23 |
| NC | RA | APPROVED | 2007-11-23 |
| NJ | RA | APPROVED | 2007-11-15 |
Branch Locations
307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Blue Bell | PA | 02/2003 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Garnet Valley School Board. 80 Station Road, Glen Mills, PA 19342. Non-investment related. Duties include serving as a board member, one of 9 elected officials to help guide the direction of the school district through monthly advisory meetings in conjunction with the school superintendent and administration. This activity commenced on 4/12/2017. 5% hours/month is spent on this activity which none is during securities trading hours. 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 | 2007-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-24 |
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