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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-01-21 |
| MI | RA | APPROVED | 2024-11-08 |
| NC | RA | APPROVED | 2024-02-09 |
| SC | RA | APPROVED | 2021-08-23 |
| WA | RA | APPROVED | 2018-11-01 |
| UT | RA | APPROVED | 2017-01-23 |
| OR | RA | APPROVED | 2011-11-18 |
Branch Locations
4000 S. Faber Place Drive Suite 300, North Charleston, SC 29405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | Portland | OR | 09/2011 | 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-02-07 |
| S65 | Uniform Investment Adviser Law Examination | 2011-11-17 |
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