Leotha Thurman

Current Employers

Employment History

• 02/2003 → Present
  Valic Financial Advisors
  San Mateo, CA
• 12/2022 → Present
  Agia
  Houston, TX

Previous Registrations

• 2004-03-23 → 2009-05-02
  American General Financial Advisors, Inc.
  San Mateo, CA

Other Businesses

VOLUNTEER TRUSTEE FOR TRINITY BAPTIST CHURCH IN SAN MATEO POSITION: TRUSTEE AND BOARD OF DIRECTORS NATURE: COUNT THE TITHING OFFERING/CONTRIBUTIONS TO THE CHURCH DURING SUNDAY CHURCH SERVICE; AFTER COUNTING MONEY/OFFERING, I TAKE TO WELLS FARGO BANK FOR DEPOSIT INTO THE CHURCH'S BANK ACCOUNT; INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2022 ADDRESS: 39 EAST 39TH AVENUE, SAN MATEO CA 94403, United States DESCRIPTION: AS MEMBER OF TRINITY BAPTIST BOARD OF DIRECTORS, I ATTEND BOARD MEETINGS TO DISCUSS CHRUCH'S FINANCIAL STATUS AND MAKE SURE CHRUCH FACILITIES ARE UPDATED OR REPAIRED WHEN NECESSARY. 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 TRINITY BAPTIST CHURCH POSITION: TRUSTEE NATURE: COUNT THE CHURCH TITHING EACH SUNDAY, AND TAKE THE MONEY TO THE BANK FOR DEPOSIT, INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/19/2025 ADDRESS: 39 EAST 39TH AVENUE, SAN MATEO CA 94403, United States DESCRIPTION: SERVE ON BOARD OF DIRECTORS AS A TRUSTEE TO HELP OVERSEE FINANCIAL OPERATION OF THE CHURCH. I DO NOT HAVE CONTROL OF CHURCH FUNDS, AND DO NOT MAKE OR PROVIDE ANY FINANCIAL HELP AND ADVICE FOR THE CHURCH.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-20
• S63 Uniform Securities Agent State Law Examination
  1986-06-30

Other Names

• Leotha Thurman
• Lee Thurman