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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-04-10
IN RA APPROVED 2023-07-18
WA RA APPROVED 2022-10-19
AK RA APPROVED 2018-09-17
  • OR RA
    APPROVED
    Since 2025-04-10
  • IN RA
    APPROVED
    Since 2023-07-18
  • WA RA
    APPROVED
    Since 2022-10-19
  • AK RA
    APPROVED
    Since 2018-09-17

Branch Locations

714 3Rd Avenue, Fairbanks, AK 99701 • 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
OrganizationCityStateFromTo
Apocalypse Design Fairbanks AK 12/2015 12/2024
Thrivent Financial Appleton WI 07/2016 12/2016
Thrivent Financial Appleton WI 12/2016 01/2018
Unemployed Fairbanks AK 01/2018 02/2018
First Command Fort Worth TX 02/2018 04/2018
First Command Financial Planning, Inc. Fort Worth TX 04/2018 08/2018
First Command Advisory Services, Inc. Fort Worth TX 04/2018 08/2018
First Command Insurance Services, Inc. Fort Worth TX 04/2018 08/2018
Valic Financial Advisors, Inc. Fairbanks AK 09/2018 Present
Agia Houston TX 12/2022 Present
  • 12/2015 → 12/2024
    Apocalypse Design
    Fairbanks, AK
  • 07/2016 → 12/2016
    Thrivent Financial
    Appleton, WI
  • 12/2016 → 01/2018
    Thrivent Financial
    Appleton, WI
  • 01/2018 → 02/2018
    Unemployed
    Fairbanks, AK
  • 02/2018 → 04/2018
    First Command
    Fort Worth, TX
  • 04/2018 → 08/2018
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 04/2018 → 08/2018
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 04/2018 → 08/2018
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 09/2018 → Present
    Fairbanks, AK
  • 12/2022 → Present
    Agia
    Houston, TX
Previous Registrations
Other Businesses

RENTAL PROPERTY POSITION: Wife of owner/owner NATURE: We have two rental units in a duplex. Our renters are in charge of paying for utilities. They maintain their lawns.We are responsible for maintenance, repairs and replacements of structures and the elements thereof. We also own a condominium. The renter is responsible for utilities not covered by the HOA fee. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 1078 Breckenridge Rd, Fairbanks AK 99709, United States DESCRIPTION: My husband owns the duplex. Rent checks are brought to me, and I deposit them. When something needs maintenance or replacement, I arrange to have that done. I own the condominium. It is rented by a family member and I coordinate maintenance of the property remotely, as it is located in a different part of the country from me. RENTAL PROPERTY POSITION: Wife of owner/owner NATURE: We have one rental unit in a duplex as well as a single family home and a condo. Our renters are in charge of paying for utilities. They maintain their lawns (where applicable).We are responsible for maintenance, repairs and replacements of structures and the elements thereof. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 1745 Reed Circle, Fairbanks AK 99709, United States DESCRIPTION: My husband owns the duplex. We own the single family home together. Rent checks are brought to me, and I deposit them. When something needs maintenance or replacement, I arrange to have that done. I own the condominium. It is rented by a family member and I coordinate maintenance of the property remotely, as it is located in a different part of the country from me. HEALTH AID POSITION: healthcare provider NATURE: My husband is disabled and qualifies for home health assistance through the VA.There is a shortage of local home health workers.That means I am doing the thing a worker would normally do.The Veterans' Administration provides that, when necessary, family members of a disabled vet can be paid for doing the duties of a home health worker. So, as long as I'm doing those things anyway, I thought I would apply for the job. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 1745 Reed Circle, Fairbanks AK 99709, United States DESCRIPTION: I help my husband transfer in and out of the shower, do housework, cook meals, drive him around. Basically, the VA pays me to do what I would do as his wife anyway. 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 RENTAL PROPERTY POSITION: owner NATURE: I have one rental unit in a duplex as well as a condo. My renters in the duplex are in charge of paying for utilities and maintaining their lawn. I pay for utilities at the condo, mostly through the HOA fee. I am responsible for maintenance, repairs and replacements of structures and the elements thereof. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 1745 Reed Circle, Fairbanks AK 99709, United States DESCRIPTION: I get sent rent checks, and I deposit them. When something needs maintenance or replacement, I arrange to have that done or, in the case of the condo, have my property manager arrange for the repair or replacement.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-11
S63 Uniform Securities Agent State Law Examination 2016-09-24
  • S66 Uniform Combined State Law Examination
    2018-04-11
  • S63 Uniform Securities Agent State Law Examination
    2016-09-24
Other Names
  • Mertz Jean Sarah
  • Mertz Jean Sally
  • Sarah Jean Mcgowan
  • Sarah Mcgowan

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