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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-03-04
LA RA APPROVED 2023-04-24
HI RA APPROVED 2016-02-19
SC RA APPROVED 2015-04-30
FL RA APPROVED 2015-04-29
TX RA APPROVED_RES 2015-04-28
GA RA APPROVED 2007-05-04
VA RA APPROVED 2006-03-09
NC RA APPROVED 2004-01-05
  • AL RA
    APPROVED
    Since 2024-03-04
  • LA RA
    APPROVED
    Since 2023-04-24
  • HI RA
    APPROVED
    Since 2016-02-19
  • SC RA
    APPROVED
    Since 2015-04-30
  • FL RA
    APPROVED
    Since 2015-04-29
  • TX RA
    APPROVED_RES
    Since 2015-04-28
  • GA RA
    APPROVED
    Since 2007-05-04
  • VA RA
    APPROVED
    Since 2006-03-09
  • NC RA
    APPROVED
    Since 2004-01-05

Branch Locations

3211 Shannon Road Suite 600, Durham, NC 27707 • United States

Boone, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors Durham NC 09/1997 Present
Agia Houston TX 12/2022 Present
  • 09/1997 → Present
    Valic Financial Advisors
    Durham, NC
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

AIRBNB RENTAL POSITION: Spouse of the operator. NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/05/2021 ADDRESS: 183 Rembrandt Dr, Boone NC 28607-8399, United States DESCRIPTION: My wife, Tina S Jobe, will operate this rental business via the Airbnb website. Rental income from the business will accrue to our joint bank accounts. I will not be involved, actively. ALLIANCE BIBLE FELLOWSHIP POSITION: Elder NATURE: I serve on the Elder Board, which consists of4 staff pastors and 15 non-employee (lay) elders. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 1035 US Hwy 105 Bypass, Boone NC 28607, United States DESCRIPTION: We have monthly meetings towork with ministry, leadership, and financial decisions on the part of the local church. 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 ALLIANCE BIBLE FELLOWSHIP POSITION: Elder NATURE: I serve on the Elder Board, which consists of4 staff pastors and 15 non-employee (lay) elders. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 1035 US Hwy 105 Bypass, Boone NC 28607, United States DESCRIPTION: We have monthly meetings towork with ministry, leadership, and financial decisions on the part of the local church.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-19
S63 Uniform Securities Agent State Law Examination 1995-07-27
  • S65 Uniform Investment Adviser Law Examination
    2003-12-19
  • S63 Uniform Securities Agent State Law Examination
    1995-07-27
Designations

View on SEC IAPD

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