Best Investors Account Sign in
Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-06-17
PA RA APPROVED 2023-04-18
IN RA APPROVED 2021-04-14
MI RA APPROVED 2021-04-14
OH RA APPROVED 2021-03-23
  • KY RA
    APPROVED
    Since 2025-06-17
  • PA RA
    APPROVED
    Since 2023-04-18
  • IN RA
    APPROVED
    Since 2021-04-14
  • MI RA
    APPROVED
    Since 2021-04-14
  • OH RA
    APPROVED
    Since 2021-03-23

Branch Locations

39555 Orchard Hill Place Suite 600, Novi, MI 48375 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heritage Planners Maumee OH 05/2012 03/2021
Valic Financial Advisors, Inc Carmel IN 01/2021 Present
Agia Houston TX 12/2022 Present
  • 05/2012 → 03/2021
    Heritage Planners
    Maumee, OH
  • 01/2021 → Present
    Carmel, IN
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

Ohio Notary since 12/2015, not investment related, home address very minimal activity, not even an hour per month, about 12 transactions per year 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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-22
  • S66 Uniform Combined State Law Examination
    2021-03-22
Other Names
  • Donna Ann Mcgillis
  • Donna Ann Dulak
  • Donna Pribe

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Novi, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor