Lee Trevino

Current Employers

Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2019-07-30
CA	RA	APPROVED	2019-07-29
AK	RA	APPROVED	2017-07-05
WA	RA	APPROVED	2017-07-05
TX	RA	APPROVED	2017-03-30

OR RA
APPROVED

Since 2019-07-30
CA RA
APPROVED

Since 2019-07-29
AK RA
APPROVED

Since 2017-07-05
WA RA
APPROVED

Since 2017-07-05
TX RA
APPROVED

Since 2017-03-30

Branch Locations

Blaine, WA • United States

1014 Fifth Street Suite 201, Wenatchee, WA 98801 • 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 Inc.	Houston	TX	08/2015	10/2021
Valic Financial Advisors, Inc.	Renton	WA	10/2021	Present
Agia	Houston	TX	12/2022	Present

08/2015 → 10/2021

Valic Financial Advisors Inc.

Houston, TX
10/2021 → Present

Valic Financial Advisors, Inc.

Renton, WA
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	2017-03-30
S63	Uniform Securities Agent State Law Examination	2015-10-05

S65 Uniform Investment Adviser Law Examination

2017-03-30
S63 Uniform Securities Agent State Law Examination

2015-10-05

Designations

View on SEC IAPD