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Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-23
  • TX RA
    APPROVED
    Since 2026-01-23

Branch Locations

2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • 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
Houston Jewish Community Center Houston TX 08/2023 Present
Army Houston TX 10/2023 05/2025
Full Time Education Houston TX 10/2015 05/2025
Valic Financial Advisors, Inc. Houston TX 10/2025 Present
  • 08/2023 → Present
    Houston Jewish Community Center
    Houston, TX
  • 10/2023 → 05/2025
    Army
    Houston, TX
  • 10/2015 → 05/2025
    Full Time Education
    Houston, TX
  • 10/2025 → Present
    Houston, TX
Other Businesses

I teach tennis at a Jewish Community Center in Houston for a couple of hours on Mondays and the weekends. AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/13/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER OF HOUSTON POSITION: Tennis Coach NATURE: Teach tennis INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 5601 S Braeswood Blvd, Houston TX 77096, United States DESCRIPTION: Teach tennis

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-20
  • S66 Uniform Combined State Law Examination
    2026-01-20
Other Names
  • Race A Haas
  • Race Haas

View on SEC IAPD

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