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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-17 |
| WA | RA | APPROVED | 2022-12-06 |
| CA | RA | APPROVED | 2019-10-16 |
| UT | RA | APPROVED | 2017-03-22 |
| OR | RA | APPROVED | 2014-02-24 |
Branch Locations
488 East 11Th Avenue Suite 220, Eugene, OR 97401 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | Portland | OR | 02/2014 | Present |
| Agia | Houston | TX | 12/2022 | Present |
CENTRAL LUTHERAN FOUNDATION POSITION: Board Member NATURE: I have been chosen to be a Board Member of the Central Lutheran Foundation which is a non-profit charitable religious organization dedicated to grants for charitable and educational purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 1857 Potter St, Eugene OR 97403, United States DESCRIPTION: Attend Board meetings as a voting member and help determine grant requests. 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 CENTRAL LUTHERAN CHURCH POSITION: Treasurer NATURE: I have been appointed Treasurer for the Church. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2023 ADDRESS: 1857 Potter St, Eugene OR 97403, United States DESCRIPTION: As the church Treasurer I will oversee finances of the church and report to the church council the financial conditions and assist in determining the annual budget. The church employees a bookeeper to do the day to day financial activities. I will not be involved in day to day financial transactions but I will oversee and approve certain transactions. I have check writing authority but the church has a "dual signer" policy to ensure 2 signatures on any checks. CENTRAL LUTHERAN FOUNDATION POSITION: Board Member NATURE: I am on the Board of a non profit Foundation that make grants and gifts to other non profit organizations and provides scholarships to deserving students. Total Foundation Assets $2,500,000 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2024 ADDRESS: 1857 Potter St, Eugene OR 97403, United States DESCRIPTION: Meet with other board members and accept and review applications from other non profit organizations for grants and gifts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-29 |
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