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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-01-02 |
| WV | RA | APPROVED | 2024-12-26 |
| UT | RA | APPROVED | 2024-12-17 |
| WI | RA | APPROVED | 2024-12-17 |
| MO | RA | APPROVED | 2024-12-16 |
| VA | RA | APPROVED | 2024-12-16 |
| MA | RA | APPROVED | 2024-09-26 |
| IL | RA | APPROVED | 2024-08-26 |
| KY | RA | APPROVED | 2024-08-12 |
| MI | RA | APPROVED | 2024-08-12 |
| SC | RA | APPROVED | 2024-08-12 |
| AZ | RA | APPROVED | 2024-08-09 |
| CO | RA | APPROVED | 2024-08-09 |
| FL | RA | APPROVED | 2024-08-09 |
| GA | RA | APPROVED | 2024-08-09 |
| ME | RA | APPROVED | 2024-08-09 |
| PA | RA | APPROVED | 2024-08-09 |
| IN | RA | APPROVED | 2024-08-08 |
| NC | RA | APPROVED | 2024-08-08 |
| OH | RA | APPROVED | 2024-08-08 |
| TX | RA | APPROVED_RES | 2024-08-08 |
| IA | RA | APPROVED | 2024-07-25 |
Branch Locations
630 West Carmel Drive Suite 140, Carmel, IN 46032 • United States
4515 N. River Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Carmel | IN | 06/2024 | Present |
| Unempoyed | Iowa City | IA | 10/2023 | 05/2024 |
| Agia | Houston | TX | 06/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Coralville | IA | 01/2004 | 09/2023 |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/24/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA LAND'S END MOUNTAIN PROPERTIES POSITION: Co-Owner NATURE: Rental Property being purchased in Vail, CO. Utilizing a property management company for day to day. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 493 Rebekah Ct, Coralville IA 52241, United States DESCRIPTION: No day to day duties. Oversight of property management company and review of revenue flow. NOVA SURGICAL SOLUTIONS POSITION: Owner - Board of Directors NATURE: My spouse is establishing a medical device distributor that will sell surgical devices in the upper Midwest. Her background is surgical device sales. I will be a co-owner of the business. I will be operating solely as a co-owner and potentially will weigh in on organizational structure and growth strategy. I may help with sales management and reporting. I expect to actively work no more than 5 hours per week and will not interact directly with sales force. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 493 Rebekah Ct, Coralville IA 52241, United States DESCRIPTION: I will be operating solely as a co-owner and potentially will weigh in on organizational structure and growth strategy. I may help with sales management and reporting. I expect to actively work no more than 5 hours per week and will not interact directly with sales force.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-27 |
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