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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-11-14 |
| IN | RA | APPROVED | 2018-07-31 |
| OH | RA | APPROVED | 2016-10-14 |
| MI | RA | APPROVED | 2011-06-22 |
Branch Locations
39555 Orchard Hill Place Suite 600, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Auto Club Funds, Inc. | Dearborn | MI | 04/2004 | Present |
| Valic Financial Advisors | Auburn Hills | MI | 09/2004 | Present |
| Agia | Houston | TX | 12/2022 | Present |
I AM A NOTARY-PUBLIC MICHIGAN POSITION: Notary NATURE: During the course of my work duties (Financial Advisor) with AIG Retirement on occasion a form will need to be notarized. So I have become a Notary in the State of Michigan to complete requirements (when needed) to Notarize a form. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/17/2016 ADDRESS: 50363 Waterstone Ct., Plymouth MI 48170, United States DESCRIPTION: Notarize paperwork when needed. 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-09 |
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