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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-05-18
UT RA APPROVED 2026-02-12
IA RA APPROVED 2025-07-23
DC RA APPROVED 2025-04-24
KS RA APPROVED 2023-03-06
NY RA APPROVED 2021-08-16
PA RA APPROVED 2021-07-08
ME RA APPROVED 2020-10-30
GA RA APPROVED 2020-08-11
SC RA APPROVED 2020-08-06
IL RA APPROVED 2020-05-19
IN RA APPROVED 2020-05-19
WA RA APPROVED 2020-05-18
LA RA APPROVED 2020-04-24
MS RA APPROVED 2020-04-23
MT RA APPROVED 2020-04-23
KY RA APPROVED 2018-09-25
OH RA APPROVED 2018-09-07
WI RA APPROVED 2018-08-09
MA RA APPROVED 2018-07-09
NC RA APPROVED 2018-03-06
TX RA APPROVED_RES 2017-11-22
CO RA APPROVED 2017-03-06
MO RA APPROVED 2017-01-24
MN RA APPROVED 2014-12-08
AL RA APPROVED 2014-06-18
OR RA APPROVED 2013-05-20
CA RA APPROVED 2012-10-02
VA RA APPROVED 2012-05-29
MD RA APPROVED 2011-08-29
FL RA APPROVED 2003-12-04
  • AZ RA
    APPROVED
    Since 2026-05-18
  • UT RA
    APPROVED
    Since 2026-02-12
  • IA RA
    APPROVED
    Since 2025-07-23
  • DC RA
    APPROVED
    Since 2025-04-24
  • KS RA
    APPROVED
    Since 2023-03-06
  • NY RA
    APPROVED
    Since 2021-08-16
  • PA RA
    APPROVED
    Since 2021-07-08
  • ME RA
    APPROVED
    Since 2020-10-30
  • GA RA
    APPROVED
    Since 2020-08-11
  • SC RA
    APPROVED
    Since 2020-08-06
  • IL RA
    APPROVED
    Since 2020-05-19
  • IN RA
    APPROVED
    Since 2020-05-19
  • WA RA
    APPROVED
    Since 2020-05-18
  • LA RA
    APPROVED
    Since 2020-04-24
  • MS RA
    APPROVED
    Since 2020-04-23
  • MT RA
    APPROVED
    Since 2020-04-23
  • KY RA
    APPROVED
    Since 2018-09-25
  • OH RA
    APPROVED
    Since 2018-09-07
  • WI RA
    APPROVED
    Since 2018-08-09
  • MA RA
    APPROVED
    Since 2018-07-09
  • NC RA
    APPROVED
    Since 2018-03-06
  • TX RA
    APPROVED_RES
    Since 2017-11-22
  • CO RA
    APPROVED
    Since 2017-03-06
  • MO RA
    APPROVED
    Since 2017-01-24
  • MN RA
    APPROVED
    Since 2014-12-08
  • AL RA
    APPROVED
    Since 2014-06-18
  • OR RA
    APPROVED
    Since 2013-05-20
  • CA RA
    APPROVED
    Since 2012-10-02
  • VA RA
    APPROVED
    Since 2012-05-29
  • MD RA
    APPROVED
    Since 2011-08-29
  • FL RA
    APPROVED
    Since 2003-12-04

Branch Locations

3505 Lake Lynda Drive Suite 200, Orlando, FL 32817 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Agia Houston TX 12/2022 Present
Valic Financial Advisors Orlando FL 02/2003 Present
  • 12/2022 → Present
    Agia
    Houston, TX
  • 02/2003 → Present
    Valic Financial Advisors
    Orlando, FL
Other Businesses

101 EOLA POSITION: n/a NATURE: My husband and I purchased this property in December of 2019. Our son is moving into this property 1/9/2020 and will be paying us rent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/09/2020 ADDRESS: 101 S Eola Dr, Orlando FL 32801, United States DESCRIPTION: none 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 101 EOLA POSITION: n/a NATURE: My son lives in this property that I own and will continue to pay rent. I receive 10,800 in rent annually, which does not cover my expenses on the property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/09/2020 ADDRESS: 101 S Eola Dr, Orlando FL 32801, United States DESCRIPTION: none

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-10
S65 Uniform Investment Adviser Law Examination 1994-08-24
S63 Uniform Securities Agent State Law Examination 1994-02-18
  • S66 Uniform Combined State Law Examination
    2004-05-10
  • S65 Uniform Investment Adviser Law Examination
    1994-08-24
  • S63 Uniform Securities Agent State Law Examination
    1994-02-18
Other Names
  • Jacquelyn Amy Bannister
  • Jacquie Amy Bannister
  • Jacquelyn Amy Ortiz

View on SEC IAPD

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