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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-11-04 |
Branch Locations
39555 Orchard Hill Place Suite 600, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Investment Advisors | Almont | MI | 10/2003 | 09/2022 |
| Diversified Investors Securities Corp | Shelby Township | MI | 06/2006 | 09/2022 |
| Diversified Investment Advisors | Shelby Township | MI | 06/2006 | 09/2022 |
| Valic Financial Advisors, Inc. | Auburn Hills | MI | 10/2022 | Present |
| Agia | Houston | TX | 11/2022 | Present |
| Junior Varsity Volleyball Coach | Fraser | MI | 09/2023 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA JUNIOR VARSITY VOLLEYBALL COACH POSITION: Volleyball Coach NATURE: Coaching volleyball at the junior varsity level and for a club team affiliated with Fraser Schools. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 34270 Garfield Road, Fraser MI 48026, United States DESCRIPTION: Working with high school girls to improve skills provide a completive volleyball team for Fraser High School. SEMINOLE PLACE POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 13025 Forest Drive, Seminole FL 33776, United States DESCRIPTION: Owner of the home in Seminole, Florida that is rented out to individuals looking for a get-away.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-31 |
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