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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-04-04
  • IN RA
    APPROVED
    Since 2022-04-04

Branch Locations

630 West Carmel Drive Suite 140, Carmel, IN 46032 • 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
Boombozz Fishers IN 07/2016 12/2018
Ballpoint Marketing Beech Grove IN 12/2018 10/2019
Unemployed Fishers IN 11/2019 03/2020
Cetera Advisors Denver CO 03/2020 12/2021
Comprehensive Retirement Solutions Carmel IN 03/2020 12/2021
Crs Tax Solutions Carmel IN 03/2020 12/2021
Uber San Francisco CA 11/2019 Present
Lyft San Francisco CA 11/2019 Present
Valic Financial Advisors, Inc. Carmel IN 03/2022 Present
Riders Share Austin TX 06/2022 Present
Agia Houston TX 12/2022 Present
  • 07/2016 → 12/2018
    Boombozz
    Fishers, IN
  • 12/2018 → 10/2019
    Ballpoint Marketing
    Beech Grove, IN
  • 11/2019 → 03/2020
    Unemployed
    Fishers, IN
  • 03/2020 → 12/2021
    Cetera Advisors
    Denver, CO
  • 03/2020 → 12/2021
    Comprehensive Retirement Solutions
    Carmel, IN
  • 03/2020 → 12/2021
    Crs Tax Solutions
    Carmel, IN
  • 11/2019 → Present
    Uber
    San Francisco, CA
  • 11/2019 → Present
    Lyft
    San Francisco, CA
  • 03/2022 → Present
    Carmel, IN
  • 06/2022 → Present
    Riders Share
    Austin, TX
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

1) NAME OF OTHER BUSINESS: UBER; INVESTMENT RELATED: NO; ADDRESS: 1455 MARKET ST #400 SAN FRANCISCO CA 94103; NATURE OF BUSINESS: DRIVING; START DATE: 11/2019 RELATIONSHIP: DRIVER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: DRIVER; 2) NAME OF OTHER BUSINESS: LYFT; INVESTMENT RELATED: NO; ADDRESS: 185 BERRY STREET #5000 SAN FRANCISCO CA 94107; NATURE OF BUSINESS: DRIVING; START DATE: 11/2019; POSITION/TITLE/RELATIONSHIP: DRIVER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: DRIVER; RIDERS SHARE POSITION: Lister of bike to share NATURE: Motorcycle sharing/rental program INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2022 ADDRESS: 500 E 4th Street, Austin TX 78701, United States DESCRIPTION: Renting my motorcycle 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
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-02
  • S66 Uniform Combined State Law Examination
    2022-04-02
Other Names
  • Jordan Daniel Coffey
  • Jordan Coffey

View on SEC IAPD

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