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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-21 |
Branch Locations
Gainesville, FL • United States
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Tampa | FL | 09/1997 | 02/2024 |
| Agia | Houston | TX | 12/2022 | Present |
| Inspire Advisors, Llc Dba Your Financial Legacy | Meridian | ID | 02/2024 | Present |
(1) 7/2020 HOA Board Member; Treasurer; Non Investment Related; 1 hour /month; 0 hours during trading hours; 10136 SW 52nd Road, Gainesville FL 32608;provide opinions on local community fix ups and repairs that need to be completed and check up on the Manager to make sure the bank accounts that they manafor us look in line with expectations. (2) 9/2018 Independent Licensed insurance Agent; Investment Related; Florida; Life, Health and Variable Annuity (3) 12/2022 AGIA: Insurance Agent; Investment Related; 10 Hours/month; 1 hours/during trading hours; 2929 Allen Parkway, Houston TX 77019; Non-Securities Insurance Products (4) 10/2017 Cool Properties, LLC; Owner; Real Estate; Non Investment Related; 1 hour /week; 1 hours during trading hours; 10136 SW 52nd Road, Gainesville, FL 32608; Rental Property for personal use and rentals to pay expenses and added income
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-09 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-03 |
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