Best Investors
Account
Sign in
Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-28 |
| IA | RA | APPROVED | 2021-07-27 |
| IN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2011-02-24 |
| IL | RA | APPROVED | 2004-05-18 |
Branch Locations
4515 N. River Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Carmel | IN | 06/1998 | 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 LAKE ESTATES PROPERTY OWNERS ASSOCIATION POSITION: Board Member NATURE: Association is made up of 5-7 board members that are responsible for the orderly and beneficial development and maintenance of the Lake Estates Subdivision that is located on the Lake of Egypt in Marion, IL. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 12214 Bermuda Dr., Marion IL 62959, United States DESCRIPTION: Board Member on the local home-owners association, not permitted to act on the behalf of the association without the consent of the majority of board members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-03 |
Reach out to this advisor