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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-07 |
| OR | RA | APPROVED | 2020-06-23 |
| OH | RA | APPROVED | 2019-08-22 |
| FL | RA | APPROVED | 2018-09-06 |
| IA | RA | APPROVED | 2014-03-07 |
| IN | RA | APPROVED | 2013-11-07 |
| WI | RA | APPROVED | 2013-11-07 |
| SD | RA | APPROVED | 2013-05-01 |
| IL | RA | APPROVED | 2011-10-21 |
Branch Locations
500 West Madison Suite 2850, Chicago, IL 60661 • United States
100 East Erie Street Room 726, Chicago, IL 60611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Chicago | IL | 10/2011 | 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 | 2009-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-23 |
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