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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-12 |
| MN | RA | APPROVED | 2025-03-17 |
| WY | RA | APPROVED | 2024-03-27 |
| RI | RA | APPROVED | 2023-08-15 |
| VT | RA | APPROVED | 2023-01-04 |
| WV | RA | APPROVED | 2021-08-09 |
| NC | RA | APPROVED | 2018-08-30 |
| CA | RA | APPROVED | 2017-10-04 |
| SC | RA | APPROVED | 2015-09-01 |
| TX | RA | APPROVED_RES | 2015-06-25 |
| CT | RA | APPROVED | 2013-10-30 |
| FL | RA | APPROVED | 2012-07-31 |
| WA | RA | APPROVED | 2012-03-16 |
| MA | RA | APPROVED | 2010-12-17 |
| ME | RA | APPROVED | 2010-12-15 |
| NH | RA | APPROVED | 2010-12-14 |
Branch Locations
1201 Winterson Road Suite 130, Linthicum Heights, MD 21090 • 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 |
|---|---|---|---|---|
| Southern New Hampshire University | Manchester | NH | 08/2010 | 06/2022 |
| Valic Financial Advisors, Inc. | Linthicum Heights | MD | 11/2010 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Adjunct professor/Academic Researcher- serve as educator/lecturer at the College/University level, providing instruction or the presentation of research on business management. Activities may include teaching, lecturing, research, publications in academic journals, presentations at academic conferences, reviewer for academic publications/conferences, etc. Non-investment related. Currently less than 3 hours month/unpaid; non trading hours. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products FRIENDS OF MOECKEL POND POSITION: Secretary NATURE: This non-profit corporation has been established to provide for the new construction, restoration, historical preservation and long term maintenance planning for Moeckel Dam, (NH Dam #256.08) an impounding dam for the two hundred plus year old mill pond known as Moeckel Pond in Windham, NH. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/23/2011 ADDRESS: 26 Rock Pond Rd, Windham NH 03087, United States DESCRIPTION: Work with board members, community officials, community residents, construction professionals, etc., to meet the overall mission of the initial project and subsequent goals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-30 |
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