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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-07-15 |
| IL | RA | APPROVED | 2023-07-06 |
| GA | RA | APPROVED | 2023-06-14 |
| NJ | RA | APPROVED | 2021-06-29 |
| MO | RA | APPROVED | 2018-09-27 |
| VA | RA | APPROVED | 2017-03-07 |
| CT | RA | APPROVED | 2011-09-29 |
| TX | RA | APPROVED | 2011-08-31 |
| MI | RA | APPROVED | 2010-06-04 |
| FL | RA | APPROVED | 2003-03-07 |
| OH | RA | APPROVED | 2003-03-07 |
| WV | RA | APPROVED | 2003-03-07 |
| IN | RA | APPROVED | 2003-03-06 |
| KY | RA | APPROVED | 2003-03-06 |
Branch Locations
1511 Cavalry Drive Suite 202, Florence, KY 41042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Columbus | OH | 11/2002 | Present |
| Agia | Houston | TX | 12/2022 | Present |
DECARLO ENTERPRISES, LLC POSITION: Managing Partner NATURE: This has been previously disclosed as an OBA on the former OBA system. I am using similar verbiage here to explain. This LLC is registered with the state of KY solely for the ownership of my VALIC/AIG Retirement Services office. I was advised by my attorney, CPA and insurance agent that it is best to have ownership of this office in an LLC versus in my personal name for liability protection purposes. Otherwise, the LLC itself has no employees, no income, no duties, no job responsibilities, no revenues, etc. It is simply the ownership entity for my physical office space. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/03/2017 ADDRESS: 1480 Vistaglen Circle, Union KY 41091, 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-26 |
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