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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-13
IL RA APPROVED 2026-03-12
MI RA APPROVED 2026-03-10
OH RA APPROVED 2026-03-06
IN RA APPROVED 2021-11-22
  • FL RA
    APPROVED
    Since 2026-03-13
  • IL RA
    APPROVED
    Since 2026-03-12
  • MI RA
    APPROVED
    Since 2026-03-10
  • OH RA
    APPROVED
    Since 2026-03-06
  • IN RA
    APPROVED
    Since 2021-11-22

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
Purdue Federal Credit Union West Lafayette IN 03/2007 06/2019
Aig / Valic Financial Advisors Carmel IN 06/2019 09/2021
Valic Financial Advisors, Inc. Carmel IN 09/2021 Present
Agia Houston TX 12/2022 Present
Personal Touch Portrait Studio Lafayette IN 04/2023 Present
  • 03/2007 → 06/2019
    Purdue Federal Credit Union
    West Lafayette, IN
  • 06/2019 → 09/2021
    Aig / Valic Financial Advisors
    Carmel, IN
  • 09/2021 → Present
    Carmel, IN
  • 12/2022 → Present
    Agia
    Houston, TX
  • 04/2023 → Present
    Personal Touch Portrait Studio
    Lafayette, IN
Other Businesses

PERSONAL TOUCH PORTRAIT STUDIO POSITION: Photographer NATURE: Client's husband has a photography studio, he is not a client. I would be helping take photos at local schools, sports, portraits. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2023 ADDRESS: 2832 Kossuth St, Lafayette IN 47904, United States DESCRIPTION: part time taking photos on occasion when help is needed if my schedule permits. Arrive at event and take pictures as specified. Only when my help is needed, not regular weekly job. I choose if I can help out or not based on my Corebridge availability. Estimated 10-12 hrs a month for1 or 2 months a year. AGIA POSITION: Agent NATURE: Non-Securities Insurance Products 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: Appointed as agent to sell Non-Securities Insurance products for AGIA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-22
  • S66 Uniform Combined State Law Examination
    2021-11-22
Other Names
  • Julie Sears
  • Julia Lanie
  • Julie Lanie

View on SEC IAPD

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