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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2024-03-28
ID RA APPROVED 2023-03-31
WA RA APPROVED 2023-03-31
  • MT RA
    APPROVED
    Since 2024-03-28
  • ID RA
    APPROVED
    Since 2023-03-31
  • WA RA
    APPROVED
    Since 2023-03-31

Branch Locations

1010 N. Normandie Suite 305, Spokane, WA 99201 • 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
Clay Trenz Financial Services/Acuity Wealth Advisors Bend OR 02/2015 06/2021
Young Living Essential Oils Lehi UT 05/2013 02/2023
Church Speaker Spokane WA 01/2021 Present
Valic Financial Advisors, Inc. Edina WA 02/2023 Present
Agia Houston TX 04/2023 Present
  • 02/2015 → 06/2021
    Clay Trenz Financial Services/Acuity Wealth Advisors
    Bend, OR
  • 05/2013 → 02/2023
    Young Living Essential Oils
    Lehi, UT
  • 01/2021 → Present
    Church Speaker
    Spokane, WA
  • 02/2023 → Present
    Edina, WA
  • 04/2023 → Present
    Agia
    Houston, TX
Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/10/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA GUEST SPEAKER POSITION: Guest Speaker NATURE: I am an occasional guest speaker at churches due to my background in biblical studies, non profit leadership and teaching. I will sometimes receive an honorarium when I speak. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 511 W. 22nd Ave, Post Falls ID 83854, United States DESCRIPTION: Guest speaker for churches/non-profits. GUEST SPEAKER POSITION: Guest Speaker NATURE: I am an occasional guest speaker at churches due to my background in biblical studies, non profit leadership and teaching. I will sometimes receive an honorarium when I speak. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 700 E. Tiger Ave., Post Falls ID 83854, United States DESCRIPTION: Guest speaker for churches/non-profits.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-30
  • S66 Uniform Combined State Law Examination
    2023-03-30
Other Names
  • Charissa Ann Hatten
  • Charissa Wright
  • Charissa Hatten

View on SEC IAPD

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