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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-10-08
DC RA APPROVED 2014-06-03
DE RA APPROVED 2014-05-16
VA RA APPROVED 2014-05-16
MD RA APPROVED 2014-04-28
  • TX RA
    APPROVED_RES
    Since 2020-10-08
  • DC RA
    APPROVED
    Since 2014-06-03
  • DE RA
    APPROVED
    Since 2014-05-16
  • VA RA
    APPROVED
    Since 2014-05-16
  • MD RA
    APPROVED
    Since 2014-04-28

Branch Locations

1201 Winterson Road Suite 130, Linthicum Heights, MD 21090 • 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. Linthicum MD 03/2014 Present
Agia Houston TX 12/2022 Present
Mvh Development Baltimore MD 09/2023 Present
  • 03/2014 → Present
    Linthicum, MD
  • 12/2022 → Present
    Agia
    Houston, TX
  • 09/2023 → Present
    Mvh Development
    Baltimore, MD
Previous Registrations
  • 2012-10-01 → 2014-04-09
    Everett, WA
    Mill Creek, WA
    Kenmore, WA
    Mukilteo, WA
  • 2010-08-02 → 2012-10-01
    Chase Investment Services Corp.
    Mill Creek, WA
    Everett, WA
  • 2009-05-20 → 2010-07-30
    Chase Investment Services Corp.
    Snohomish, WA
    Mill Creek, WA
    Snohomish, WA
    Everett, WA
  • 2004-10-27 → 2009-01-21
    Seattle, WA
    Seattle, WA
  • 2004-06-29 → 2004-09-16
    Bellevue, WA
Other Businesses

Uber Technologies 1455 Market Street San Francisco, CA 94103 non-investment related business Independent Driver/Driving Services August 2016 - 15-20 hours monthly, evenings/weekends 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 MVH DEVELOPMENT POSITION: Partner NATURE: Management Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 20 South Charles Street, Suite 403, M/S #860, Baltimore MD 21201, United States DESCRIPTION: The LLC is my wife's to operate her career independently, while my partner role is primarily for succession purposes (we have a child, home, etc.). I plan to continue my help her with technology maintenance and editing her proposals; both on a part-time basis as needed.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-30
  • S66 Uniform Combined State Law Examination
    2004-04-30

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