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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-04-21
GA RA APPROVED 2022-12-14
DE RA APPROVED 2018-03-13
NH RA APPROVED 2018-02-26
FL RA APPROVED 2016-09-23
NJ RA APPROVED 2010-01-29
PA RA APPROVED 2006-05-18
  • MD RA
    APPROVED
    Since 2026-04-21
  • GA RA
    APPROVED
    Since 2022-12-14
  • DE RA
    APPROVED
    Since 2018-03-13
  • NH RA
    APPROVED
    Since 2018-02-26
  • FL RA
    APPROVED
    Since 2016-09-23
  • NJ RA
    APPROVED
    Since 2010-01-29
  • PA RA
    APPROVED
    Since 2006-05-18

Branch Locations

307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • 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 Malvern PA 04/2006 Present
Agia Houston TX 12/2022 Present
  • 04/2006 → Present
    Valic Financial Advisors
    Malvern, PA
  • 12/2022 → Present
    Agia
    Houston, TX
Previous Registrations
Other Businesses

MAPLELEAF HOLDINGS, LP POSITION: General Partner NATURE: It is a holding company of Omnisure Life Limited. It is owned by my husband who has an Accounting Business and this is set up this way to protect our assets. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2016 ADDRESS: 1012 Tyler Drive, Newtown Square PA 19073, United States DESCRIPTION: It is a holding company and I perform no business activity. 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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-10-14
S65 Uniform Investment Adviser Law Examination 2004-05-10
  • S63 Uniform Securities Agent State Law Examination
    2005-10-14
  • S65 Uniform Investment Adviser Law Examination
    2004-05-10

View on SEC IAPD

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