Best Investors
Account
Sign in
Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-08-24 |
| AR | RA | APPROVED | 2022-08-23 |
| CO | RA | APPROVED | 2022-08-23 |
| ID | RA | APPROVED | 2022-08-23 |
| KS | RA | APPROVED | 2022-08-23 |
| MT | RA | APPROVED | 2022-08-23 |
| NE | RA | APPROVED | 2022-08-23 |
| OR | RA | APPROVED | 2022-08-23 |
| UT | RA | APPROVED | 2022-08-23 |
| NY | RA | APPROVED | 2021-08-16 |
| ND | RA | APPROVED | 2018-10-09 |
| WI | RA | APPROVED | 2018-10-05 |
| HI | RA | APPROVED | 2017-03-23 |
| IN | RA | APPROVED | 2017-02-01 |
| MO | RA | APPROVED | 2017-02-01 |
| NM | RA | APPROVED | 2017-02-01 |
| DC | RA | APPROVED | 2016-09-07 |
| MS | RA | APPROVED | 2016-08-30 |
| WV | RA | APPROVED | 2016-08-11 |
| KY | RA | APPROVED | 2016-07-25 |
| AK | RA | APPROVED | 2016-07-22 |
| AL | RA | APPROVED | 2016-07-21 |
| IL | RA | APPROVED | 2016-07-20 |
| LA | RA | APPROVED | 2016-07-20 |
| SD | RA | APPROVED | 2015-10-26 |
| MN | RA | APPROVED | 2015-07-14 |
| DE | RA | APPROVED | 2013-06-21 |
| GA | RA | APPROVED | 2013-06-20 |
| RI | RA | APPROVED | 2013-06-20 |
| ME | RA | APPROVED | 2013-06-19 |
| MD | RA | APPROVED | 2013-06-19 |
| NH | RA | APPROVED | 2013-06-19 |
| WA | RA | APPROVED | 2013-06-19 |
| AZ | RA | APPROVED | 2011-01-14 |
| MI | RA | APPROVED | 2011-01-07 |
| CT | RA | APPROVED | 2010-07-26 |
| CA | RA | APPROVED | 2010-07-08 |
| FL | RA | APPROVED | 2010-07-08 |
| NC | RA | APPROVED | 2010-07-08 |
| OH | RA | APPROVED | 2010-07-08 |
| PA | RA | APPROVED | 2010-07-08 |
| SC | RA | APPROVED | 2010-07-08 |
| VA | RA | APPROVED | 2010-07-08 |
| MA | RA | APPROVED | 2010-07-07 |
| TX | RA | APPROVED_RES | 2010-07-07 |
| NV | RA | APPROVED | 2008-05-06 |
| NJ | RA | APPROVED | 2007-05-23 |
Branch Locations
400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • United States
500 West Madison Suite 2850, Chicago, IL 60661 • United States
39555 Orchard Hill Place Suite 600, Novi, MI 48375 • United States
39555 Orchard Hill Place Suite 600, Novi, MI 48375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Latham | NY | 08/2006 | 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: 12/16/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products HOA TREASURER POSITION: Treasurer NATURE: Act as treasurer for Home Owners Association effective 1/1. Review financials that are prepared by an outside agency. Approximately 1-1.5 hours/month INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 600 N Lakeshore Drive, Chicago IL 60611, United States DESCRIPTION: Attend board meetings as held Review financials of the HOA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-28 |
Reach out to this advisor