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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-14
  • TX RA
    APPROVED
    Since 2025-07-14

Branch Locations

15305 Dallas Parkway 12Th Floor, Addison, TX 75001 • 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
American National Bank Of Texas Terrell TX 06/2021 01/2022
Innovation First International, Inc Greenville TX 02/2020 05/2020
Texas A&M University Commerce Commerce TX 08/2018 08/2021
Enterprise Holdings, Inc Dallas TX 07/2018 01/2020
Dallas College (Eastfield) Mesquite TX 06/2019 06/2020
Harris Group Investments Company (7- Eleven) Forney TX 05/2018 07/2018
Marsden South Llc (Aztec Facility Management) Huntsville TX 09/2017 05/2018
Sam Houston State University Huntsville TX 08/2017 05/2018
Eym Group, Inc (Denny's Diner) Dallas TX 07/2017 09/2017
Dallas College (Richland) Dallas TX 08/2016 06/2017
Eym Group, Inc (Denny's Diner) Dallas TX 03/2017 06/2017
Chick Fil A Dallas TX 06/2016 08/2016
Lake Highlands High School Dallas TX 08/2013 06/2017
Fidelity Investments Westlake TX 01/2022 01/2024
Fidelity Investments Westlake TX 01/2024 04/2025
Valic Financial Advisors, Plano TX 04/2025 Present
Agia Houston TX 04/2025 Present
  • 06/2021 → 01/2022
    American National Bank Of Texas
    Terrell, TX
  • 02/2020 → 05/2020
    Innovation First International, Inc
    Greenville, TX
  • 08/2018 → 08/2021
    Texas A&M University Commerce
    Commerce, TX
  • 07/2018 → 01/2020
    Enterprise Holdings, Inc
    Dallas, TX
  • 06/2019 → 06/2020
    Dallas College (Eastfield)
    Mesquite, TX
  • 05/2018 → 07/2018
    Harris Group Investments Company (7- Eleven)
    Forney, TX
  • 09/2017 → 05/2018
    Marsden South Llc (Aztec Facility Management)
    Huntsville, TX
  • 08/2017 → 05/2018
    Sam Houston State University
    Huntsville, TX
  • 07/2017 → 09/2017
    Eym Group, Inc (Denny's Diner)
    Dallas, TX
  • 08/2016 → 06/2017
    Dallas College (Richland)
    Dallas, TX
  • 03/2017 → 06/2017
    Eym Group, Inc (Denny's Diner)
    Dallas, TX
  • 06/2016 → 08/2016
    Chick Fil A
    Dallas, TX
  • 08/2013 → 06/2017
    Lake Highlands High School
    Dallas, TX
  • 01/2022 → 01/2024
    Fidelity Investments
    Westlake, TX
  • 01/2024 → 04/2025
    Fidelity Investments
    Westlake, TX
  • 04/2025 → Present
    Valic Financial Advisors,
    Plano, TX
  • 04/2025 → Present
    Agia
    Houston, TX
Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/14/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-12
S63 Uniform Securities Agent State Law Examination 2023-01-13
  • S65 Uniform Investment Adviser Law Examination
    2025-07-12
  • S63 Uniform Securities Agent State Law Examination
    2023-01-13

View on SEC IAPD

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