Shaun M Heale

Current Employers

Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2020-01-22
IN	RA	APPROVED	2016-04-19
NC	RA	APPROVED	2016-04-19

VA RA
APPROVED

Since 2020-01-22
IN RA
APPROVED

Since 2016-04-19
NC RA
APPROVED

Since 2016-04-19

Branch Locations

7029 Albert Pick Road Suite 206, Greensboro, NC 27409 • 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

Organization	City	State	From	To
Valic Financial Advisors	Greensboro	NC	10/2015	Present
Agia	Houston	TX	12/2022	Present

10/2015 → Present

Valic Financial Advisors

Greensboro, NC
12/2022 → Present

Agia

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

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-04-14
S63	Uniform Securities Agent State Law Examination	2015-09-11

S65 Uniform Investment Adviser Law Examination

2016-04-14
S63 Uniform Securities Agent State Law Examination

2015-09-11

Other Names

Shaun Michael Heale
Shaun Heale

View on SEC IAPD

Current Employers

Valic Financial Advisors, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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