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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-08 |
| DC | RA | APPROVED | 2025-03-26 |
| NH | RA | APPROVED | 2025-01-24 |
| VT | RA | APPROVED | 2024-12-12 |
| IA | RA | APPROVED | 2024-06-24 |
| SC | RA | APPROVED | 2023-10-24 |
| NY | RA | APPROVED | 2023-08-21 |
| AL | RA | APPROVED | 2023-06-20 |
| GA | RA | APPROVED | 2022-08-22 |
| MI | RA | APPROVED | 2022-08-16 |
| MD | RA | APPROVED | 2022-08-11 |
| NC | RA | APPROVED | 2022-01-06 |
| SD | RA | APPROVED | 2022-01-05 |
| IN | RA | APPROVED | 2022-01-03 |
| MN | RA | APPROVED | 2022-01-03 |
| ND | RA | APPROVED | 2022-01-03 |
| VA | RA | APPROVED | 2022-01-03 |
| OH | RA | APPROVED | 2022-01-02 |
| ME | RA | APPROVED | 2020-06-17 |
| AR | RA | APPROVED | 2019-04-22 |
| MT | RA | APPROVED | 2019-04-22 |
| UT | RA | APPROVED | 2019-04-22 |
| CO | RA | APPROVED | 2018-08-08 |
| TX | RA | APPROVED_RES | 2018-04-10 |
| MO | RA | APPROVED | 2017-03-27 |
| WI | RA | APPROVED | 2016-09-12 |
| NM | RA | APPROVED | 2013-08-28 |
| FL | RA | APPROVED | 2011-01-14 |
| AZ | RA | APPROVED | 2010-06-14 |
| OK | RA | APPROVED | 2010-06-11 |
| NV | RA | APPROVED | 2010-06-10 |
| AK | RA | APPROVED | 2010-05-27 |
| ID | RA | APPROVED | 2007-08-08 |
| HI | RA | APPROVED | 2007-07-03 |
| WA | RA | APPROVED | 2005-04-11 |
| OR | RA | APPROVED | 2004-05-13 |
| CA | RA | APPROVED | 2001-04-09 |
Branch Locations
9053 Soquel Drive Suite 203-B, Aptos, CA 95003 • United States
1901 Harrison Street Suite 1165, Oakland, CA 94612 • United States
1150 9Th Street Suite 1212, Modesto, CA 95354 • United States
5353 Scotts Valley Drive Suite A, Scotts Valley, CA 95066 • United States
2901 Douglas Boulevard Suite 150, Roseville, CA 95661 • United States
1150 9Th Street Suite 1212, Modesto, CA 95354 • United States
Two Waterfront Plaza 500 Ala Moana Blvd, Suite 300, Honolulu, HI 96813 • United States
5070 North 6Th Street Suite 146, Fresno, CA 93710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | San Mateo | CA | 07/1997 | Present |
| Agia | Houston | TX | 12/2022 | Present |
MY WIFE AND I OWN A 4 PLEX IN SHADY COVE, OREGON. IT US AN INVESTMENT PROPERTY MANAGED BY A LOCAL AGENT. 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 CASBO -- CALIFORNIA ASSOCIATION OF SCHOOL BUSINESS OFFICIALS POSITION: Volunteer Board Member NATURE: I serve as the Chair of the Associate Member Committee of CASBO. The position is unpaid. My role is to lead the Associate Member (product and service vendors) Committee comprised of 15 vendors who seek to do business with school districts in California. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2022 ADDRESS: 1001 K Street, #5, Sacramento CA 95614, United States DESCRIPTION: As an Committee Member and the Chair, I participate in approximately four meetings per year where we work on issues facing the organization and support the various school districts that make up the association's membership.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-23 |
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