Best Investors
Account
Sign in
Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-03 |
| CT | RA | APPROVED | 2024-10-25 |
| AZ | RA | APPROVED | 2022-07-14 |
| NY | RA | APPROVED | 2021-08-16 |
| OR | RA | APPROVED | 2021-08-11 |
| WA | RA | APPROVED | 2021-04-14 |
| NM | RA | APPROVED | 2021-04-13 |
| IA | RA | APPROVED | 2019-05-17 |
| CA | RA | APPROVED | 2019-05-16 |
| PA | RA | APPROVED | 2017-08-09 |
| CO | RA | APPROVED | 2014-05-20 |
| NV | RA | APPROVED | 2012-06-28 |
| UT | RA | APPROVED | 2012-06-28 |
Branch Locations
420 East South Temple Suite 430, Salt Lake City, UT 84111 • United States
420 East South Temple Suite 430, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Las Vegas | CA | 12/2011 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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 CASH WYATT LILLARD IRREVOCABLE TRUST POSITION: Trustee NATURE: Educational savings trust set up for the benefit of my nephew Cash Wyatt Lillard. We will invest the trust money in athird party managed VFA brokerage account targeting long term growth. The funds will be distributed to thebeneficiary primarily for college expenses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/25/2025 ADDRESS: 274 S 1200 E, Salt Lake City UT 84102, United States DESCRIPTION: as trustee I will be responsible to invest and distribute the funds to the beneficiary Chance Grey Lillard primarily forcollege tuition.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-17 |
Reach out to this advisor