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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-12-02 |
| NV | RA | APPROVED | 2023-05-12 |
| MD | RA | APPROVED | 2022-05-17 |
| SC | RA | APPROVED | 2021-11-29 |
| NY | RA | APPROVED | 2021-08-16 |
| TX | RA | APPROVED_RES | 2020-08-10 |
| IL | RA | APPROVED | 2017-10-27 |
| LA | RA | APPROVED | 2017-09-21 |
| NC | RA | APPROVED | 2017-03-02 |
| AZ | RA | APPROVED | 2016-11-01 |
| MN | RA | APPROVED | 2015-07-14 |
| CT | RA | APPROVED | 2013-07-30 |
| PA | RA | APPROVED | 2013-05-16 |
| DE | RA | APPROVED | 2013-05-08 |
| NJ | RA | APPROVED | 2012-08-20 |
| CA | RA | APPROVED | 2010-08-31 |
| FL | RA | APPROVED | 2010-07-22 |
Branch Locations
300 Connell Drive Ste 3300, Berkeley Heights, NJ 07922 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Miami Lakes | FL | 07/2010 | Present |
| Agia | Houston | TX | 12/2022 | Present |
NATIONAL ASSOCIATION OF MINORITY FINANCIAL ADVISORS/ASSOCIATES POSITION: Managing Director NATURE: Networking, conferences for Minority Financial Advisors of various ethnicities and gender and sexual orientation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/20/2021 ADDRESS: 300 New Jersey Ave NW, Washington DC 20001, United States DESCRIPTION: As a managing director, I will be meeting with the other officers of the company to com up with different ways to advance the company, and also to held conferences where minority advisors can socialize and network. 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 | 2004-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-12 |
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