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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-12 |
Branch Locations
5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • 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 | Palm Beach | FL | 09/2009 | 11/2024 |
| Agia | Houston | TX | 12/2022 | Present |
| Osaic | Fort Lauderdale | FL | 11/2024 | Present |
1. 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 2. NOTARY POSITION: Notary NATURE: Notary. No compensation earned for this OBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/09/2022 ADDRESS: 1541 NW 182nd Terrace, Pembroke Pines FL 33029, United States DESCRIPTION: Notary. No compensation earned for this OBA 3. CREATIVE FINANCIAL NETWORK POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/06/2024 ADDRESS: 5310 NW 33rd Ave, Fort Lauderdale FL 33309, United States DESCRIPTION: Sell and service fixed insurance products 4. PATH FINANCIAL PARTNERS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/30/2024 ADDRESS: 1541 NW 182nd Ter, Pembroke Pines FL 33029, United States DESCRIPTION: Keeping the books for tax purposes 5. J&A'S CORNER LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/16/2026 ADDRESS: 1541 NW 182nd Terrace, Pembroke Pines FL 33029, United States DESCRIPTION: Real Estate Investment 6. ADVISORY BOARD FOR FIREFIGHTER AND POLICE PENSION FOR THE CITY OF PEMBROKE PINES POSITION: Trustee NATURE: Advisory Board for Firefighter and Police Pension for the City of Pembroke Pines. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2026 ADDRESS: 601 City Ctr Wy, Pembroke Pines FL 33025, United States DESCRIPTION: The Pembroke Pines Police and Fire Pension Board oversees the Pension Fund for the City's police officers and firefighters. The Board is responsible for the administration of the Plan in accordance with the City's Pension Ordinance (as amended) and State of Florida Law. The Board, in conjunction with financial advisors, makes decisions regarding many areas, including but not limited to, selection of investment advisors, investments, various types of investment assets, etc. to administer the Fund, as well as grow the Fund. Administrative functions of the Board include such areas as overseeing Pension Office Staff in carrying out the functions such as the payments of pension benefits to retired members and their beneficiaries, ensure compliance with prudent actuarial review process and procedures, proper record keeping, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-10 |
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