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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-10 |
| NC | RA | APPROVED | 2023-06-23 |
| NY | RA | APPROVED | 2021-08-16 |
| ME | RA | APPROVED | 2021-07-15 |
| NH | RA | APPROVED | 2017-07-28 |
| FL | RA | APPROVED | 2015-09-11 |
| NJ | RA | APPROVED | 2011-06-13 |
| MA | RA | APPROVED | 2009-12-18 |
| VT | RA | APPROVED | 2006-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Waltham | MA | 06/2006 | Present |
| Agia | Houston | TX | 12/2022 | Present |
RENTAL UNIT POSITION: Landlord NATURE: 2 residential rental units INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/29/2004 ADDRESS: 317 South Winooski Ave, Burlington VT 05401, United States DESCRIPTION: Landlord COMBAT FITNESS LLP POSITION: Partner NATURE: Martial Arts school and fitness center INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 276 E. Allen Street, Unit 8, Winooski VT 05404, United States DESCRIPTION: I teach one class, two evenings a week and cover for other coaches as needed. I coordinate the volunteer coaches and pay the bills. UVM SGA COACH POSITION: Assistant Coach NATURE: Part time Assistant Coach for the University of Vermont's Brazilian Jiu Jitsu/Judo/MMA Clubsport INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2005 ADDRESS: 1 Main street, Burlington VT 05401, United States DESCRIPTION: I teach 1-2 martial arts classes a week and attend up to 2 martial Arts tournaments an academic year. I also help with recruitment and fundraising activities as needed. RENTAL CONDO POSITION: Landlord NATURE: I purchased a condo as a rental unit with tenants and lease already in place. I make sure the mortgage and association dues are paid and maintenance people are called if necessary. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2021 ADDRESS: 300 HIldred Drive #300, Burlington VT 05401, United States DESCRIPTION: See above 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 ARTIST POSITION: Just me NATURE: As a hobby, i started studying art techniques and making my own pieces to give to friends. I was invited to an art show in Burlington, VT in September and asked to put together some pieces for sale. I don't know if they will sell but was told this should be disclosed as an OBA. There is no mention in my dealing with the gallery of my work in finance. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2026 ADDRESS: 271 Bluebird Drive, Colchester VT 05446, United States DESCRIPTION: Making art
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-14 |
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