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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-04-18 |
| MN | RA | APPROVED | 2021-07-27 |
| TX | RA | APPROVED_RES | 2021-03-22 |
| MD | RA | APPROVED | 2019-12-06 |
| KS | RA | APPROVED | 2019-06-05 |
| FL | RA | APPROVED | 2013-04-03 |
| AZ | RA | APPROVED | 2011-07-20 |
| WA | RA | APPROVED | 2010-04-09 |
Branch Locations
4208 198Th Street S.W. Suite 101A, Lynnwood, WA 98036 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Seattle | WA | 04/2010 | Present |
| Agia | Houston | TX | 12/2022 | Present |
HEALTH INSURANCE AND GROUP BENEFITS POSITION: Agent NATURE: Agent for group health benefits, individual health plans and medicare health plans INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 08/01/2008 ADDRESS: 4208 198th ST SW, Suite 101C, Lynnwood WA 98036, United States DESCRIPTION: Service current clients to ensure coverage is meeting current needs. 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-23 |
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