Best Investors Account Sign in
Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-08-11
HI RA APPROVED 2023-02-23
NV RA APPROVED 2022-02-23
FL RA APPROVED 2022-01-24
TX RA APPROVED_RES 2022-01-23
CA RA APPROVED 2015-12-21
  • ID RA
    APPROVED
    Since 2025-08-11
  • HI RA
    APPROVED
    Since 2023-02-23
  • NV RA
    APPROVED
    Since 2022-02-23
  • FL RA
    APPROVED
    Since 2022-01-24
  • TX RA
    APPROVED_RES
    Since 2022-01-23
  • CA RA
    APPROVED
    Since 2015-12-21

Branch Locations

3801 University Ave Suite 220, Riverside, CA 92501 • 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
Thornton Winery Temecula CA 05/2007 Present
Valic Financial Advisors Orange CA 10/2015 Present
Agia Houston TX 12/2022 Present
  • 05/2007 → Present
    Thornton Winery
    Temecula, CA
  • 10/2015 → Present
    Valic Financial Advisors
    Orange, CA
  • 12/2022 → Present
    Agia
    Houston, TX
Previous Registrations
  • 2011-11-29 → 2016-01-21
    St Matthews Capital Management
    Aguanga, CA
  • 2008-07-28 → 2011-10-05
    Aguanga, CA
    Temecula, CA
    St Louis, MO
    Aguanga, CA
    Temecula, CA
  • 2007-06-21 → 2008-05-16
    Candlestick Investments, Llc
    Aguanga, CA
Other Businesses

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 EXP REALTY OF SOUTHERN CALIFORNIA, INC. POSITION: Real Estate agent NATURE: List family and friends homes and land. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2023 ADDRESS: 10620 Treena St., Suite 230, San Diego CA 92131, United States DESCRIPTION: Connect with Sellers and watch over sale.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-12-19
S66 Uniform Combined State Law Examination 2008-07-24
S65 Uniform Investment Adviser Law Examination 2007-03-29
  • S63 Uniform Securities Agent State Law Examination
    2015-12-19
  • S66 Uniform Combined State Law Examination
    2008-07-24
  • S65 Uniform Investment Adviser Law Examination
    2007-03-29
Other Names
  • Landen Matthew Kevin

View on SEC IAPD

More in Riverside, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor