Taylor Jaquays

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers

Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-16
NC	RA	APPROVED	2021-06-02
PA	RA	APPROVED	2020-06-24
NJ	RA	APPROVED	2017-11-28

NY RA
APPROVED

Since 2021-08-16
NC RA
APPROVED

Since 2021-06-02
PA RA
APPROVED

Since 2020-06-24
NJ RA
APPROVED

Since 2017-11-28

Branch Locations

Westernville, NY • United States

52 South Union Suite 101, Williamsville, NY 14221 • 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

Organization	City	State	From	To
Mutual Of Omaha	Syracuse	NY	05/2017	07/2017
Serendipity Ventures	Rio De Janerio		11/2015	12/2016
N/A	Waterville	NY	12/2016	03/2017
Ralston Supply/Colgate University	Hamilton	NY	03/2017	05/2017
Valic Financial Advisors, Inc.	Nashua	NH	07/2017	Present
Agia	Houston	TX	12/2022	Present

05/2017 → 07/2017

Mutual Of Omaha

Syracuse, NY
11/2015 → 12/2016

Serendipity Ventures

Rio De Janerio
12/2016 → 03/2017

N/A

Waterville, NY
03/2017 → 05/2017

Ralston Supply/Colgate University

Hamilton, NY
07/2017 → Present

Valic Financial Advisors, Inc.

Nashua, NH
12/2022 → Present

Agia

Houston, TX

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

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-11-20
S63	Uniform Securities Agent State Law Examination	2017-09-07

S65 Uniform Investment Adviser Law Examination

2017-11-20
S63 Uniform Securities Agent State Law Examination

2017-09-07

View on SEC IAPD