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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2024-06-07
NH RA APPROVED 2023-07-20
NY RA APPROVED 2023-05-11
VT RA APPROVED 2023-03-29
MA RA APPROVED 2022-11-10
CT RA APPROVED 2022-08-02
  • RI RA
    APPROVED
    Since 2024-06-07
  • NH RA
    APPROVED
    Since 2023-07-20
  • NY RA
    APPROVED
    Since 2023-05-11
  • VT RA
    APPROVED
    Since 2023-03-29
  • MA RA
    APPROVED
    Since 2022-11-10
  • CT RA
    APPROVED
    Since 2022-08-02

Branch Locations

200 Summit Drive Suite 430, Burlington, MA 01803 • 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
Ymca Trumbull CT 06/2018 08/2018
Unemployed Burlington VT 08/2018 05/2019
Trumbull Parks And Recreation Trumbull CT 06/2019 08/2019
Unemployed Burlington CT 08/2019 05/2020
Keurig Dr Pepper Essex Junction VT 06/2020 08/2020
Unemployed Burlington VT 08/2020 05/2021
Northwestern Mutual Stamford CT 05/2021 08/2021
Unemployed Burlington VT 04/2022 05/2022
Jpmorgan Chase Burlington VT 10/2021 03/2022
University Of Vermont - Center For Rural Studies Burlington VT 10/2018 10/2018
Let's Pretend Catering Burlington VT 10/2019 10/2020
Unemployed Trumbull CT 06/2005 06/2018
Valic Financial Advisors, Inc. Nashua NH 06/2022 Present
Agia Houston TX 12/2022 Present
Short Term Rental Otis MA 10/2023 Present
  • 06/2018 → 08/2018
    Ymca
    Trumbull, CT
  • 08/2018 → 05/2019
    Unemployed
    Burlington, VT
  • 06/2019 → 08/2019
    Trumbull Parks And Recreation
    Trumbull, CT
  • 08/2019 → 05/2020
    Unemployed
    Burlington, CT
  • 06/2020 → 08/2020
    Keurig Dr Pepper
    Essex Junction, VT
  • 08/2020 → 05/2021
    Unemployed
    Burlington, VT
  • 05/2021 → 08/2021
    Northwestern Mutual
    Stamford, CT
  • 04/2022 → 05/2022
    Unemployed
    Burlington, VT
  • 10/2021 → 03/2022
    Jpmorgan Chase
    Burlington, VT
  • 10/2018 → 10/2018
    University Of Vermont - Center For Rural Studies
    Burlington, VT
  • 10/2019 → 10/2020
    Let's Pretend Catering
    Burlington, VT
  • 06/2005 → 06/2018
    Unemployed
    Trumbull, CT
  • 06/2022 → Present
    Nashua, NH
  • 12/2022 → Present
    Agia
    Houston, TX
  • 10/2023 → Present
    Short Term Rental
    Otis, MA
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 SHORT TERM RENTAL POSITION: Property Manager NATURE: My Parents own a property which I am helping them rent on AIRBNB for a 10% share of revenue. I do not have any equity in the home INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/20/2023 ADDRESS: 130 Leonard Road, Otis MA 01253, United States DESCRIPTION: I am going to run the Airbnb, including property Maintenance, finding renters, cleaning and problem solving.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-01
  • S66 Uniform Combined State Law Examination
    2022-08-01
Designations

View on SEC IAPD

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