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Kimely Patrice Pitre

Valic Financial Advisors, Inc.

Baton Rouge, LA

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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2018-10-25
LA RA APPROVED 2017-04-28
  • MS RA
    APPROVED
    Since 2018-10-25
  • LA RA
    APPROVED
    Since 2017-04-28

Branch Locations

8545 United Plaza Boulevard Suite 220, Baton Rouge, LA 70809 • 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, Inc. Baton Rouge LA 07/2015 Present
Agia Houston TX 12/2022 Present
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-27
S63 Uniform Securities Agent State Law Examination 2016-01-29
  • S65 Uniform Investment Adviser Law Examination
    2017-04-27
  • S63 Uniform Securities Agent State Law Examination
    2016-01-29
Other Names
  • Kimely Patrice Pitre
  • Kimely Patrice Pitre
  • Kimely Patrice Lopes

View on SEC IAPD

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Other Investors

RYAN MATTHEW MALONE
Andrew K Scholl
DANIELLE T CREPPEL
Thomas S Piland
BRIAN M SARTIN
Michael T Fels
Paul B Langston
TERENCE E GINN

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
CETERA INVESTMENT ADVISERS LLC · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP · BATON ROUGE, LA
MORGAN STANLEY · Baton Rouge, LA
J.P. MORGAN SECURITIES LLC · Baton Rouge, LA
J.P. MORGAN SECURITIES LLC · BATON ROUGE, LA

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