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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-14 |
Branch Locations
2660 Stonewood Park Loop, Land O Lakes, FL 34638 • United States
Clearwater, FL • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Venice | FL | 05/2016 | 07/2026 |
| Agia | Houston | TX | 12/2022 | 07/2026 |
| Lincoln Investment | Fort Washington | PA | 07/2026 | Present |
Calleja Management LLC Position: Managing Member, Member, Owner Nature: Real Estate Investment Related: Yes Hours: 0 Securities Trading Hours: 0 Start Date: 10/13/2016 Address: 3869 107th Ave N Clearwater, FL 33762 Description: Pay property taxes and homeowners insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-06 |
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