Best Investors
Account
Sign in
Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-05-01 |
| MO | RA | APPROVED | 2023-11-21 |
| IL | RA | APPROVED | 2020-03-09 |
| CO | RA | APPROVED | 2019-10-30 |
| UT | RA | APPROVED | 2017-10-16 |
| FL | RA | APPROVED | 2015-11-24 |
| MN | RA | APPROVED | 2013-12-16 |
| MI | RA | APPROVED | 2013-11-18 |
| KY | RA | APPROVED | 2013-09-27 |
| OH | RA | APPROVED | 2012-03-16 |
| IN | RA | APPROVED | 2012-01-31 |
Branch Locations
630 West Carmel Drive Suite 140, Carmel, IN 46032 • United States
630 West Carmel Drive Suite 140, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Carmel | IN | 01/2012 | Present |
| Agia | Houston | TX | 12/2022 | Present |
MERCY ROAD CHURCH NORTHEAST POSITION: Board Member (Treasurer) NATURE: Officer of the Board effective 5/1/22. My previously approved role on the board continues. I've recently been asked to serve in an officer position as treasurer. All accounting and payroll functions are outsourced to a private company. My responsibility is to review the reports for accuracy, assist with the budget and communicate information to the board. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/14/2022 ADDRESS: 611 Vitality Dr, Fortvillie IN 46040, United States DESCRIPTION: Work with the board members to ensure we are making wise financial and operational decisions. I will have backup check writing authority. It's a 2-person authorization. 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 | 2011-05-26 |
Reach out to this advisor