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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-03-27 |
| NY | RA | APPROVED | 2021-08-16 |
| CO | RA | APPROVED | 2021-06-28 |
| IL | RA | APPROVED | 2021-05-19 |
| SD | RA | APPROVED | 2019-05-02 |
| FL | RA | APPROVED | 2018-07-26 |
| OR | RA | APPROVED | 2016-11-03 |
| ID | RA | APPROVED | 2016-05-04 |
| CA | RA | APPROVED | 2012-11-27 |
| UT | RA | APPROVED | 2003-04-24 |
Branch Locations
420 East South Temple Suite 430, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Salt Lake City | UT | 02/1999 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-11 |
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