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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-26
  • FL RA
    APPROVED
    Since 2024-12-26

Branch Locations

1800 North Military Trail Suite 340, Boca Raton, FL 33431 • 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
Baptist Health South Florida Boca Raton FL 05/2024 10/2024
Liberty University Lynchburg VA 10/2018 10/2024
National Counseling Group Lynchburg VA 01/2018 07/2018
Intercon Inc Forest VA 05/2017 12/2017
Old Navy Lynchburg VA 01/2017 04/2017
Chilis Lynchburg VA 09/2016 12/2016
Valic Financial Advisors, Inc. Boca Raton FL 10/2024 Present
Agia Houston TX 11/2024 Present
  • 05/2024 → 10/2024
    Baptist Health South Florida
    Boca Raton, FL
  • 10/2018 → 10/2024
    Liberty University
    Lynchburg, VA
  • 01/2018 → 07/2018
    National Counseling Group
    Lynchburg, VA
  • 05/2017 → 12/2017
    Intercon Inc
    Forest, VA
  • 01/2017 → 04/2017
    Old Navy
    Lynchburg, VA
  • 09/2016 → 12/2016
    Chilis
    Lynchburg, VA
  • 10/2024 → Present
    Boca Raton, FL
  • 11/2024 → Present
    Agia
    Houston, TX
Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/18/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA. TRIVIA NATION POSITION: Trivia Host NATURE: General knowledge trivia host. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: 3948 3rd Street South, Suite #452, Jacksonville Beach FL 32250, United States DESCRIPTION: Will host trivia about once a week at a restaurant. Position will include setting up and breaking down equipment, and communicating with patrons. This position holds no authority.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-20
  • S66 Uniform Combined State Law Examination
    2024-12-20
Other Names
  • Jacob Holt

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