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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-01 |
| MA | RA | APPROVED | 2026-05-12 |
| SC | RA | APPROVED | 2025-09-24 |
| GA | RA | APPROVED | 2025-07-25 |
| WI | RA | APPROVED | 2019-10-29 |
| VA | RA | APPROVED | 2017-03-30 |
| IL | RA | APPROVED | 2012-05-11 |
| IN | RA | APPROVED | 2004-03-25 |
Branch Locations
630 West Carmel Drive Suite 140, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Carmel | IN | 10/1998 | Present |
| Agia | Houston | TX | 12/2022 | Present |
JASPER STIDHAM ENDOWMENT 5300 S 175 WEST LAFAYETTE, IN 47909. WORK WITH COMMITTEE TO DECIDE ON USE OF FUNDS AND RESPONSIBLE FOR ANNUAL STATEMENTS. OCCASSIONAL CHECK WRITING AUTHORITY AND PARTICIPATE IN INVESTMENT DECISIONS. SPEND 1 HOUR PER MONTH. PCB46A LLC POSITION: PARTNER NATURE: RENTAL PROPERTY 1/4 OWNER OF CONDO LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 8617 S 100 West, Romney IN 47981, United States DESCRIPTION: RENTAL PROPERTY 1/4 OWNER OF CONDO LLC. DUTIES INCLUDE MAINTAIN PASSIVE OWNERSHIP AND NOT BE INVOVLED IN THE DAY TO DAY OPERATION OF THE CONDO RENTAL PROCESS. LESS THEN 1HOURS/MONTH IS DEVOTED TO THIS ACTIVITY WHICH NONE ARE DURING SECURITIES TRADING HOURS. 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 PHEASANTS FOREVER SAGAMORE CHAPTER 405 POSITION: TREASURER NATURE: FUNDRAISING FOR LOCAL WILD PHEASANT AND BIRD HABITAT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2016 ADDRESS: 1783 BUERKLE CR, ST PAUL MN 55110, United States DESCRIPTION: DUTIES INCLUDE WORKING WITH A GROUP OF LOCAL INDIVIDUALS TO RAISE FUNDS TO SUPPORT LOCAL WILDLIFE HABITAT AND YOUTH EDUCATION. FUNDS ARE RAISED BY ANNUAL BANQUET WITH AN AUCTION, SILENT AUCTION USING PF PROVIDED SALE ITEMS AND OTHER STATE APPROVED AND LICENSED CHARITY GAMING EVENTS. PCB46A LLC POSITION: PARTNER NATURE: RENTAL PROPERTY 1/4 OWNER OF CONDO LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 8617 S 100 West, Romney IN 47981, United States DESCRIPTION: RENTAL PROPERTY 1/4 OWNER OF CONDO LLC. DUTIES INCLUDE MAINTAIN PASSIVE OWNERSHIP AND NOT BE INVOVLED IN THE DAY TO DAY OPERATION OF THE CONDO RENTAL PROCESS. LESS THEN 1HOURS/MONTH IS DEVOTED TO THIS ACTIVITY WHICH NONE ARE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-16 |
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