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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-16
AL RA APPROVED 2025-05-09
SC RA APPROVED 2023-09-29
NC RA APPROVED 2022-01-06
GA RA APPROVED 2021-04-27
  • FL RA
    APPROVED
    Since 2026-07-16
  • AL RA
    APPROVED
    Since 2025-05-09
  • SC RA
    APPROVED
    Since 2023-09-29
  • NC RA
    APPROVED
    Since 2022-01-06
  • GA RA
    APPROVED
    Since 2021-04-27

Branch Locations

2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • 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
Carat Usa Atlanta GA 10/2011 05/2017
Mutual Of Omaha Investor Services Duluth GA 05/2017 08/2018
Mutual Of Omaha Insurance Company Duluth GA 05/2017 08/2018
Guardian Life Insurance Co Of America Charlotte NC 08/2018 02/2019
Park Avenue Securities Charlotte NC 09/2018 02/2019
Guardian Life Insurance Atlanta GA 04/2019 04/2021
Park Avenue Securities Atlanta GA 04/2019 04/2021
Valic Financial Advisors, Inc. Atlanta GA 04/2021 Present
Agia Houston TX 12/2022 Present
  • 10/2011 → 05/2017
    Carat Usa
    Atlanta, GA
  • 05/2017 → 08/2018
    Mutual Of Omaha Investor Services
    Duluth, GA
  • 05/2017 → 08/2018
    Mutual Of Omaha Insurance Company
    Duluth, GA
  • 08/2018 → 02/2019
    Guardian Life Insurance Co Of America
    Charlotte, NC
  • 09/2018 → 02/2019
    Park Avenue Securities
    Charlotte, NC
  • 04/2019 → 04/2021
    Guardian Life Insurance
    Atlanta, GA
  • 04/2019 → 04/2021
    Park Avenue Securities
    Atlanta, GA
  • 04/2021 → Present
    Atlanta, GA
  • 12/2022 → Present
    Agia
    Houston, TX
Previous Registrations
Other Businesses

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 SHORT TERM RENTAL PROPERTY POSITION: Partner NATURE: Purchasing a residential home to be used as a short-term rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2026 ADDRESS: 980 Vista View Pl, Cleveland GA 30528, United States DESCRIPTION: Partnership with my spouse in ordinary operations of running a short term rental property. Assistance with guest communications, bookings, upkeep of property, recordkeeping, pricing, and maintenance of the premises.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-14
S65 Uniform Investment Adviser Law Examination 2017-07-31
  • S63 Uniform Securities Agent State Law Examination
    2020-08-14
  • S65 Uniform Investment Adviser Law Examination
    2017-07-31
Other Names
  • Jacquelyn Denise Blair
  • Jackie Denise Blair
  • Jacquelyn Blair Csonka
  • Jacquelyn Csonka

View on SEC IAPD

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