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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-07-12 |
| MI | RA | APPROVED | 2022-07-12 |
| IL | RA | APPROVED | 2022-07-11 |
| OH | RA | APPROVED | 2019-08-07 |
| IN | RA | APPROVED | 2019-02-12 |
Branch Locations
630 West Carmel Drive Suite 140, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ipitomy Communications, Llc | Sarasota | FL | 05/2015 | 07/2018 |
| Goodwin Global Communications, Llc | Sarasota | FL | 09/2013 | 07/2018 |
| Valic Financial Advisors, Inc. | Carmel | IN | 07/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-16 |
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