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

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-06-23
MT RA APPROVED 2024-04-30
WA RA APPROVED 2023-12-18
AZ RA APPROVED 2022-11-03
CA RA APPROVED 2022-10-17
OR RA APPROVED 2022-01-31
HI RA APPROVED 2022-01-03
  • UT RA
    APPROVED
    Since 2025-06-23
  • MT RA
    APPROVED
    Since 2024-04-30
  • WA RA
    APPROVED
    Since 2023-12-18
  • AZ RA
    APPROVED
    Since 2022-11-03
  • CA RA
    APPROVED
    Since 2022-10-17
  • OR RA
    APPROVED
    Since 2022-01-31
  • HI RA
    APPROVED
    Since 2022-01-03

Branch Locations

Medford, OR • United States

2901 Douglas Boulevard Suite 150, Roseville, CA 95661 • 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, Inc. Portland OR 08/2003 Present
Agia Houston TX 12/2022 Present
Choo Choo Channel Llc Medford OR 11/2019 Present
  • 08/2003 → Present
    Portland, OR
  • 12/2022 → Present
    Agia
    Houston, TX
  • 11/2019 → Present
    Choo Choo Channel Llc
    Medford, OR
Other Businesses

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 GUYETTE PROPERTIES LLC POSITION: co-owner NATURE: My wife and I have owned 3 residential lots and intend to have homes constructed on these lots over the next several years. We recently set up an LLC and have placed the properties into the LLC ownership. The work will be performed by a licensed contractor to supervise construction and manage subcontractors. It is our intention to sell the home and use the proceeds towards the next building project. We may also make the completed home a vacation rental. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2024 ADDRESS: 3809 Annettes Way, Medford OR 97504, United States DESCRIPTION: Make payments to contractors and building suppliers. Participate in home design details and selection of building materials, flooring, light fixtures, plumbing fixtures, and appliances. Chain-sawing and clearing of trees. CHOO CHOO CHANNEL LLC POSITION: co-owner NATURE: This will combine and replace two previously disclosed and approved OBAs- "Choo Choo Channel on YouTube" and "Covered Wagon Games" as we recently set up a new LLC. The business is centered around children's entertainment and includes a YouTube Channel, board games, and a store on Etsy. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/22/2019 ADDRESS: 3809 Annettes Way, Medford OR 97504, United States DESCRIPTION: Produce and edit videos as well as provide voiceovers. Create and market board games.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-16
S63 Uniform Securities Agent State Law Examination 2003-07-17
  • S65 Uniform Investment Adviser Law Examination
    2021-12-16
  • S63 Uniform Securities Agent State Law Examination
    2003-07-17

View on SEC IAPD

More in Medford, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor