Nicholas Dexheimer

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers

Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-11-17
NY	RA	APPROVED	2023-09-14

PA RA
APPROVED

Since 2023-11-17
NY RA
APPROVED

Since 2023-09-14

Branch Locations

52 South Union Suite 101, Williamsville, NY 14221 • United States

Johnson City, NY • 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

Organization	City	State	From	To
Doordash	Binghamton	NY	02/2021	Present
Rockbridge Investment Management	Syracuse	NY	06/2022	08/2022
Neversink General Store	Neversink	NY	07/2019	01/2021
Tri-Valley Central School	Grahamsville	NY	09/2006	06/2019
Valic Financial Advisors, Inc.	Nashua	NH	06/2023	Present
Unemployed	Binghamton	NY	03/2023	05/2023
Agia	Houston	TX	07/2023	Present
Ubereats	San Francisco	CA	10/2023	Present
Grubhub	Binghamton	NY	04/2022	Present

02/2021 → Present

Doordash

Binghamton, NY
06/2022 → 08/2022

Rockbridge Investment Management

Syracuse, NY
07/2019 → 01/2021

Neversink General Store

Neversink, NY
09/2006 → 06/2019

Tri-Valley Central School

Grahamsville, NY
06/2023 → Present

Valic Financial Advisors, Inc.

Nashua, NH
03/2023 → 05/2023

Unemployed

Binghamton, NY
07/2023 → Present

Agia

Houston, TX
10/2023 → Present

Ubereats

San Francisco, CA
04/2022 → Present

Grubhub

Binghamton, NY

Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/14/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA DOORDASH POSITION: Delivery Driver NATURE: Food delivery INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2023 ADDRESS: 303 2nd Street, 8th Floor, San Francisco CA 94107, United States DESCRIPTION: Delivering food to customers on an order by order basis. GRUBHUB POSITION: Delivery Driver NATURE: Delivery driver INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2023 ADDRESS: 111 W Washington St, Ste 2100, Chicago IL 60602, United States DESCRIPTION: Deliver food to customers on an order by order basis. UBEREATS POSITION: Delivery Driver NATURE: Delivery driver INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2023 ADDRESS: 1455 Market St #400, San Francisco CA 94103, United States DESCRIPTION: Deliver food to customers on an order by order basis.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-13

S66 Uniform Combined State Law Examination

2023-09-13

View on SEC IAPD