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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-01 |
| DE | RA | APPROVED | 2022-05-17 |
| NJ | RA | APPROVED | 2022-05-13 |
| PA | RA | APPROVED | 2022-02-14 |
| NY | RA | APPROVED | 2021-08-16 |
Branch Locations
400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • United States
4905 W Tilghman Suite 300, Allentown, PA 18104 • 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. | Malvern | PA | 04/2000 | 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-08 |
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