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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED_RES | 2025-07-08 |
| AK | RA | APPROVED | 2021-02-04 |
| WA | RA | APPROVED | 2020-11-20 |
Branch Locations
15305 Dallas Parkway 12Th Floor, Addison, TX 75001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Gig Harbor | WA | 02/2013 | 10/2020 |
| Key Investment Services | Gig Harbor | WA | 03/2013 | 10/2020 |
| Valic Financial Advisors, Inc. | Renton | WA | 11/2020 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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 | 2020-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-25 |
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