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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-04-03 |
| SC | RA | APPROVED | 2022-11-09 |
| CA | RA | APPROVED | 2021-12-17 |
| FL | RA | APPROVED | 2021-12-10 |
| NJ | RA | APPROVED | 2021-12-10 |
| PA | RA | APPROVED | 2021-12-10 |
| OH | RA | APPROVED | 2021-07-06 |
Branch Locations
400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • United States
4905 W Tilghman Suite 300, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | Pittsburgh | PA | 07/2006 | 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: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products AGIA POSITION: Agent NATURE: Non-Securities Insurance Product INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Pkwy, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-28 |
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