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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-03-02 |
| UT | RA | APPROVED | 2022-07-12 |
| HI | RA | APPROVED | 2021-09-16 |
| ID | RA | APPROVED | 2021-06-29 |
| WA | RA | APPROVED | 2020-12-04 |
| CO | RA | APPROVED | 2018-07-11 |
| AZ | RA | APPROVED | 2015-11-05 |
| OR | RA | APPROVED | 2015-10-26 |
| CA | RA | APPROVED | 2006-11-13 |
Branch Locations
1150 9Th Street Suite 1212, Modesto, CA 95354 • 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 | San Mateo | CA | 03/2006 | Present |
| Agia | Houston | TX | 12/2022 | Present |
FITTS CONSTRUCTION POSITION: Owner NATURE: General Construction Contractor INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 5 START DATE: 05/19/2022 ADDRESS: 22505 Summit Road, Los Gatos CA 95033, United States DESCRIPTION: Bid and Estimate Jobs Create Job Scope Order Materials Manage Subcontractors Manage Schedule Payroll Accounting 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 SAINT GERMAIN FOUNDATION POSITION: Sponsor NATURE: Sponsor activities include accounting, upkeep of property, conducting group meetings for the local members. Distributing mail and news events to local members. Liason for headquarters. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 1120 Stonehedge Drive, Schaumburg IL 60194, United States DESCRIPTION: Sponsor activities include accounting, upkeep of property, conducting group meetings for the local members. Distributing mail and news events to local members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-08 |
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