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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-06 |
Branch Locations
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Chicago | IL | 08/2015 | 04/2026 |
| Agia | Houston | TX | 12/2022 | 04/2026 |
| Lincoln Investment | Fort Washington | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-14 |
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