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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-20 |
| SC | RA | APPROVED | 2025-11-25 |
| MO | RA | APPROVED | 2024-02-06 |
| TX | RA | APPROVED | 2022-11-07 |
| OH | RA | APPROVED | 2022-02-16 |
| CA | RA | APPROVED | 2021-07-13 |
| IN | RA | APPROVED | 2020-04-17 |
| UT | RA | APPROVED | 2019-10-04 |
| IL | RA | APPROVED | 2014-11-11 |
| WI | RA | APPROVED | 2014-11-10 |
Branch Locations
500 West Madison Suite 2850, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Chicago | IL | 09/2014 | Present |
| Agia | Houston | TX | 12/2022 | Present |
INHERITED PERSONAL PROPERTY POSITION: None NATURE: Inherited property from deceased parents located at 2938 N. Troy, Chicago, IL 60618. The personal property is split between 5 total siblings, each owning 20%. rental income is collected monthly but used up solely to pay for itself via maintenance and, property taxes, and insurance. I do not take any proceeds/funds from the rental income. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/03/2019 ADDRESS: 2938 N. Troy, Chicago IL 60646, United States DESCRIPTION: no duties. 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 | 2014-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-20 |
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