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Daniel Edmund Lex

Valic Financial Advisors, Inc.

Mount Laurel, NJ

CRD 6425416

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Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-28
SC RA APPROVED 2026-04-22
MD RA APPROVED 2023-01-17
NY RA APPROVED 2021-08-16
FL RA APPROVED 2015-09-04
DE RA APPROVED 2015-04-22
NJ RA APPROVED 2015-04-06
PA RA APPROVED 2015-04-06
  • CO RA
    APPROVED
    Since 2026-07-28
  • SC RA
    APPROVED
    Since 2026-04-22
  • MD RA
    APPROVED
    Since 2023-01-17
  • NY RA
    APPROVED
    Since 2021-08-16
  • FL RA
    APPROVED
    Since 2015-09-04
  • DE RA
    APPROVED
    Since 2015-04-22
  • NJ RA
    APPROVED
    Since 2015-04-06
  • PA RA
    APPROVED
    Since 2015-04-06

Branch Locations

307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • 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
D&S Cleaning Co. Linwood PA 12/2000 Present
Valic Financial Advisors, Inc. Mount Laurel NJ 02/2015 Present
Agia Houston TX 12/2022 Present
  • 12/2000 → Present
    D&S Cleaning Co.
    Linwood, PA
  • 02/2015 → Present
    Mount Laurel, NJ
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

I AM THE OWNER/OPERATOR OF D&S CLEANING CO, LOCATED AT 124 ERVIN AVE, LINWOOD, PA 19061. THIS BUSINESS SPECIALIZES IN COMMERCIAL CLEANING, AND IS NOT INVESTMENT-RELATED. I STARTED D&S CLEANING CO. IN DECEMBER 2000. I CURRENTLY OVERSEE THE NIGHTLY OPERATION OF THE BUSINESS. I DEVOTE 30 HOURS A MONTH TO THE BUSINESS, WHICH ARE NOT DONE DURING SECURITIES TRADING HOURS 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 2015-03-30
  • S66 Uniform Combined State Law Examination
    2015-03-30
Other Names
  • Daniel Edmund Lex

View on SEC IAPD

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