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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-30 |
| VA | RA | APPROVED | 2021-06-30 |
| GA | RA | APPROVED | 2020-02-11 |
| NM | RA | APPROVED | 2019-09-09 |
| AK | RA | APPROVED | 2018-10-10 |
| FL | RA | APPROVED | 2016-06-02 |
| KY | RA | APPROVED | 2016-04-07 |
| SC | RA | APPROVED | 2002-09-18 |
| NC | RA | APPROVED | 2002-06-27 |
Branch Locations
3211 Shannon Road Suite 600, Durham, NC 27707 • United States
Bald Head Island, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Durham | NC | 08/1997 | 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 | 2001-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-18 |
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