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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-05-02 |
| NC | RA | APPROVED | 2022-04-26 |
| NY | RA | APPROVED | 2021-08-16 |
| FL | RA | APPROVED | 2020-02-10 |
| DE | RA | APPROVED | 2013-06-21 |
| PA | RA | APPROVED | 2008-06-03 |
| NJ | RA | APPROVED | 2008-03-26 |
Branch Locations
307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • 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 | Malvern | PA | 03/2008 | Present |
| Agia | Houston | TX | 12/2022 | Present |
YOUNG LIVING POSITION: Consultant NATURE: multi level marketing, wholesale purchase of products INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2018 ADDRESS: 3125 Executive Parkway, Lehi UT 84043, United States DESCRIPTION: Young Living, 3125 Executive Parkway, Lehi, UT 84043, Non-investment related, commenced activity 11/12/2018, Consultant with duties which include purchasing products at discounted price, possible override commissions.1% hours/month is devoted to this activity with none during securities trading hours.Rodan and Fields. 60 Spear Street, Suite 600, san Francisco, CA 94105. Non-investment related. Commenced activity 01/16/2019. Consultant with duties which include sales of skin care products. Less than 1% hours/month is devoted to this activity with none 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 COACH-MOORESTOWN LACROSSE POSITION: Coach NATURE: Coaching 5/6 boys lacrosse spring only, evenings and weekends INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/29/2020 ADDRESS: PO Box 683, Moorestown NJ 08057, United States DESCRIPTION: Coach children's lacrosse MOORESTOWN REPUBLICAN MUNICIPAL COMMITTEE POSITION: District Representative NATURE: Represent local voting district on committee for Moorestown Republican Club INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: PO Box 73, Moorestown NJ 08057, United States DESCRIPTION: 4-6 meetings per year to discuss local issues SEAT GEEK (PHILLIES TICKET RESALE) POSITION: list tickets occasionally NATURE: ticket resale INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 902 Broadway FL 10, New York NY 10010, United States DESCRIPTION: List tickets I cannot personally use to reimburse for cost MOORESTOWN LACROSSE CLUB PRESIDENT POSITION: President NATURE: I am currently the VP of Admin for the board disclosed under OBA and have been asked to take the role of President (VP role would be ending) to oversee the season management for the lacrosse teams in our local town and act as liaison between our town and the South Jersey league. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: PO Box 683, Moorestown NJ 08057, United States DESCRIPTION: Oversee communication between lacrosse Board and local community to promote the sport in town and manage club expectations for feeding high school program. There is a separate Board who handles financial responsibilities (called the Upper Board) but occasionally I may be asked to vote on things like pricing on registration and uniforms or sponsorships for the season. We have a Treasurer who directly deals with the finances and President does not have any check writing ability.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-23 |
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