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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-12 |
| CO | RA | APPROVED | 2026-01-09 |
| AK | RA | APPROVED | 2016-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | Fairbanks | AK | 11/2008 | 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 STEVENS FINANCIAL POSITION: licensed group Health/Life rep. NATURE: Ongoing existing group life/health business that I have been operating since joining VALIC and have disclosed every year this small ongoing outside business activity. I receive small commissions from existing group business. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 714 3rd Ave, Fairbanks AK 99701, United States DESCRIPTION: conduct renewals with existing accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-13 |
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