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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-09 |
| OR | RA | APPROVED | 2011-06-16 |
| WA | RA | APPROVED | 2011-06-16 |
Branch Locations
1800 S.W. First Avenue Suite 420, Portland, OR 97201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Portland | OR | 05/2004 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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 HEAD DEACONESS - BOARD MEMBER POSITION: Head Deaconess - Board Member NATURE: Board Member of Church Board as Head Deaconess INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2024 ADDRESS: 367 NE Grant St, Hillsboro OR 97124, United States DESCRIPTION: No Financial Duties. Board Member of Church Board and various support activities (prepare communion, support women in church, clean, pray etc.)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-12 |
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