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Amanda Michelle Sadler

Valic Financial Advisors, Inc.

Houston, TX

CRD 6482660

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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
NY RA APPROVED 2021-08-16
AZ RA APPROVED 2019-09-24
FL RA APPROVED 2019-09-24
VA RA APPROVED 2019-09-24
NJ RA APPROVED 2017-05-02
TX RA APPROVED 2017-04-28
  • NY RA
    APPROVED
    Since 2021-08-16
  • AZ RA
    APPROVED
    Since 2019-09-24
  • FL RA
    APPROVED
    Since 2019-09-24
  • VA RA
    APPROVED
    Since 2019-09-24
  • NJ RA
    APPROVED
    Since 2017-05-02
  • TX RA
    APPROVED
    Since 2017-04-28

Branch Locations

2777 Allen Parkway Rp-01, Houston, TX 77019 • 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
Valic Financial Advisors Houston TX 04/2015 06/2017
Valic Financial Advisors, Inc. Berkeley Heights NJ 06/2017 Present
Agia Houston TX 12/2022 Present
Hteao Franchise Fort Worth TX 11/2023 11/2023
Rental Property Houston TX 01/2024 Present
  • 04/2015 → 06/2017
    Valic Financial Advisors
    Houston, TX
  • 06/2017 → Present
    Berkeley Heights, NJ
  • 12/2022 → Present
    Agia
    Houston, TX
  • 11/2023 → 11/2023
    Hteao Franchise
    Fort Worth, TX
  • 01/2024 → Present
    Rental Property
    Houston, TX
Other Businesses

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 RENTAL PROPERTY POSITION: Owner of Rental Property NATURE: Rental of a townhome in Houston, TX. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/13/2024 ADDRESS: 1102 E 28th St, Houston TX 77009, United States DESCRIPTION: Landlord and Owner of the property

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-28
S63 Uniform Securities Agent State Law Examination 2015-07-07
  • S65 Uniform Investment Adviser Law Examination
    2017-04-28
  • S63 Uniform Securities Agent State Law Examination
    2015-07-07

View on SEC IAPD

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