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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-15 |
| OH | RA | APPROVED | 2026-01-10 |
| PA | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED | 2025-10-21 |
Branch Locations
Two Summit Park Drive Suite 500, Independence, OH 44131 • United States
State College, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American General Life Insurance | Houston | TX | 10/2015 | 02/2022 |
| Aig Capital Services, Inc. | Houston | TX | 10/2015 | 02/2022 |
| Valic Financial Advisors, Inc. | Houston | TX | 02/2022 | 01/2026 |
| Valic Financial Advisors, Inc. | Independence | OH | 01/2026 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/05/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-11 |
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