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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-04 |
| CT | RA | APPROVED | 2023-04-28 |
| MA | RA | APPROVED | 2023-02-27 |
| FL | RA | APPROVED | 2021-02-18 |
| DE | RA | APPROVED | 2017-03-24 |
| PA | RA | APPROVED | 2016-11-21 |
| DC | RA | APPROVED | 2016-06-27 |
| VA | RA | APPROVED | 2016-06-20 |
| MD | RA | APPROVED | 2016-06-17 |
Branch Locations
1201 Winterson Road Suite 130, Linthicum Heights, MD 21090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Linthicum | MD | 06/2016 | Present |
| Agia | Houston | TX | 12/2022 | Present |
New Hampshire Family Home. 551 West Side Rd., Bartlett, NH 03812. Non-investment related. Commenced activity 4/01/2016. Limited partnership with duties which include primary use, occasionally rented. 0% hours/month is devoted to this activity with none 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 BUSINESS LOAN POSITION: lender NATURE: This is a request to extend the loan which this OBA was set up for and approved in 2023. This will be another 6-12 months extending into 2024. Loan amount and terms are exactly the same as 2023. Thank you. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 605 Gillespie Drive, Frederick MD 21702, United States DESCRIPTION: no duties or affiliation. Owner is my father-in-law. JACOB'S WELL, INC POSITION: Board Member NATURE: I am joining board, along with Corebridge colleague Robert Briggs to help this non-profit Baltimore City to house and serve mentally challenged members of their community. Unpaid, volunteer position. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 323 E 25th St, Baltimore MD 21218, United States DESCRIPTION: I will be involved in discussions regarding finances and community service (ie, delivering and serving meals) to residents of Jacob's Well. Per recent question, I will not be providing any investments, advice or financial services to this organization of any of its members JACOB'S WELL, INC POSITION: Board Member & Sectretary NATURE: I joined board, along with Corebridge colleague Robert Briggs to help this non-profit Baltimore City to house and serve mentally challenged members of their community. Unpaid, volunteer position. I was asked to step up to become and Executive Member (position: Secretary) which will be effective 3/31/26 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2025 ADDRESS: 323 E 25th St, Baltimore MD 21218, United States DESCRIPTION: I will be involved in discussions regarding finances and community service (ie, delivering and serving meals) to residents of Jacob's Well. Per recent question, I will not be providing any investments, advice or financial services to this organization of any of its members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-07 |
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