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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| KS | RA | APPROVED | 2024-09-05 |
| AR | RA | APPROVED | 2018-02-06 |
| WA | RA | APPROVED | 2016-11-14 |
| AZ | RA | APPROVED | 2015-10-19 |
| MN | RA | APPROVED | 2015-10-01 |
| PA | RA | APPROVED | 2015-10-01 |
| SD | RA | APPROVED | 2015-08-06 |
| NE | RA | APPROVED | 2015-08-05 |
| MO | RA | APPROVED | 2013-10-07 |
| IA | RA | APPROVED | 2004-06-03 |
Branch Locations
13220 Metcalf Suite 360, Overland Park, KS 66213 • United States
Carroll, IA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Overland Park | KS | 04/1990 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Notary. 2506 N Grant Rod, Carroll, IA 51401. Non-investment related. Commenced activity 01/30/2015. Notary with duties which include notarize documents. Less than 1% hours/month is devoted to this activity with none during securities trading hours. CARROLL CHURCH OF CHRIST POSITION: volunteer NATURE: Help prepare financial reports Occasionally request transfers from savings to checking and checking to savings. NOTE, These accounts are already set up. I would only be transferring money one Carroll Church of Christ account to another Church of Christ account. Transfer requests does not cause a change of Ownership. The purpose of a request to transfer from savings to checking would be done when checking account balance is too low. The purpose of a request to transfer from checking tosavings would be done when checking account balance is at a surplus. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 938 S Grant Road, Carroll IA 51401, United States DESCRIPTION: Duties1)Help preparemonthly and annualgiving/expensesstatements and balance sheets. 2)Present above reports to Elders and Congregation. I DO NOThave check writing authority. IDO NOT have authority to record income or expenses. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-17 |
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