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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-05-16 |
| IL | RA | APPROVED | 2023-07-17 |
| IN | RA | APPROVED | 2019-12-05 |
| KY | RA | APPROVED | 2019-12-05 |
| PA | RA | APPROVED | 2019-12-05 |
| FL | RA | APPROVED | 2019-02-06 |
| MI | RA | APPROVED | 2018-08-27 |
| OH | RA | APPROVED | 2011-08-31 |
Branch Locations
8050 North High Street Suite 130, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Columbus | OH | 08/2011 | Present |
| Agia | Houston | TX | 12/2022 | Present |
NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/14/1999 ADDRESS: 3413 Dahlia Dr, Dayton OH 45449, United States DESCRIPTION: Notarize documents as a courtesy or on a pro bono basis. No longer offering the service to clients. WEST CARROLLTON EDUCATION FOUNDATION POSITION: Board of Trustees President NATURE: West Carrollton Education Foundation (WCEF) awards grants to teachers to fund initiatives not covered by the school district; recognizes teachers for excellence in education, and community members for service to the West Carrollton School District. It raises funds to support the items listed. WCEF is independent of the School District. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1999 ADDRESS: 430 E Pease Ave, West Carrollton OH 45449, United States DESCRIPTION: I have authority to act on behalf of the Foundation with regard to financial matters only with the approval of a majority of the board of trustees. I receive copies of financial reports from The Dayton Foundation who manages all investments. I facilitate board meetings and interactions with The Dayton Foundation. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-14 |
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