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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MS | RA | APPROVED | 2025-01-01 |
| GA | RA | APPROVED | 2021-02-05 |
| AL | RA | APPROVED | 2021-02-04 |
Branch Locations
2929 Allen Parkway L14-80, Houston, TX 77019 • United States
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Latham | NY | 01/2014 | 03/2017 |
| Transamerica Retirement Solutions | Gainesville | FL | 05/2017 | 11/2018 |
| Transamerica Investors Securities Corporation | Gainesville | FL | 05/2017 | 11/2018 |
| Valic Financial Advisors, Inc. | Houston | TX | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-25 |
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