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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-28 |
| ME | RA | APPROVED | 2026-07-06 |
| CA | RA | APPROVED | 2026-05-06 |
| OH | RA | APPROVED | 2026-01-23 |
| FL | RA | APPROVED | 2025-08-29 |
Branch Locations
1800 North Military Trail Suite 340, Boca Raton, FL 33431 • 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 |
|---|---|---|---|---|
| Fifth Third Securities | Hudsonville | MI | 01/2004 | 07/2024 |
| Valic Financial Advisors, Inc. | Boca Raton | GA | 05/2025 | Present |
| Price Renovations Llc | Maryville | TN | 08/2024 | 05/2025 |
| Agia | Houson | TX | 06/2025 | Present |
AGIA POSITION: Agent NATURE: Non securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/09/2025 ADDRESS: 2929 Allen Parkway, Houson TX 77019, United States DESCRIPTION: Appointed to sell non-securities insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 2002-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-17 |
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