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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-01-20
AZ RA APPROVED 2020-02-06
IL RA APPROVED 2019-12-09
LA RA APPROVED 2018-03-22
SC RA APPROVED 2016-08-11
NJ RA APPROVED 2015-01-12
CA RA APPROVED 2012-10-16
CO RA APPROVED 2010-05-24
FL RA APPROVED 2010-01-22
NC RA APPROVED 2009-07-11
GA RA APPROVED 2003-03-26
  • MN RA
    APPROVED
    Since 2021-01-20
  • AZ RA
    APPROVED
    Since 2020-02-06
  • IL RA
    APPROVED
    Since 2019-12-09
  • LA RA
    APPROVED
    Since 2018-03-22
  • SC RA
    APPROVED
    Since 2016-08-11
  • NJ RA
    APPROVED
    Since 2015-01-12
  • CA RA
    APPROVED
    Since 2012-10-16
  • CO RA
    APPROVED
    Since 2010-05-24
  • FL RA
    APPROVED
    Since 2010-01-22
  • NC RA
    APPROVED
    Since 2009-07-11
  • GA RA
    APPROVED
    Since 2003-03-26

Branch Locations

7029 Albert Pick Road Suite 206, Greensboro, NC 27409 • United States

Franklin, NC • 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
Valic Financial Advisors Atlanta GA 12/1998 Present
Agia Houston TX 12/2022 Present
Fl Condo Rental Bradenton FL 04/2024 Present
  • 12/1998 → Present
    Valic Financial Advisors
    Atlanta, GA
  • 12/2022 → Present
    Agia
    Houston, TX
  • 04/2024 → Present
    Fl Condo Rental
    Bradenton, FL
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 FL CONDO RENTAL POSITION: Owner NATURE: I own a condo in Bradenton, FL, which is vacant quite often. Starting in April of this year, I would like to rent it when i am not using it. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 8013 4th Ave W, Bradenton FL 34209, United States DESCRIPTION: Collecting rent and routine maintenance. KAYAK BUSINESS POSITION: Tour Leader NATURE: Giving kayak tours. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 15 Dutch Cove Rd, Franklin NC 28734, United States DESCRIPTION: I will be a 1099 employee giving kayak tours probably once or twice a week.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-24
S63 Uniform Securities Agent State Law Examination 1998-12-02
  • S65 Uniform Investment Adviser Law Examination
    2003-03-24
  • S63 Uniform Securities Agent State Law Examination
    1998-12-02

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