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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-12 |
| NC | RA | APPROVED | 2023-01-30 |
| NJ | RA | APPROVED | 2022-11-01 |
| SC | RA | APPROVED | 2022-11-01 |
| NY | RA | APPROVED | 2022-10-21 |
| OR | RA | APPROVED | 2022-07-01 |
| FL | RA | APPROVED | 2022-02-14 |
| PA | RA | APPROVED | 2022-02-14 |
| VA | RA | APPROVED | 2022-02-11 |
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. | Blue Bell | PA | 01/1999 | Present |
| Valic Financial Advisors, Inc. | Blue Bell | PA | 02/1999 | Present |
| Agia | Houston | TX | 12/2022 | Present |
DOUBLE BOGEY RACING POSITION: SILENT PARTNER NATURE: Horse racing partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2013 ADDRESS: 777 Hollywood Blvd, Grantville PA 17028, United States DESCRIPTION: Silent partner, little or no input on decisions TEAM MALONEY STRONG POSITION: TREASURER NATURE: This is a new Charitable organization that raises money for Cancer research. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/15/2020 ADDRESS: P.O. BOX 991, CAMP HILL PA 17001, United States DESCRIPTION: I will help plan events and act as treasurer for the charity. Main responsibility will be to be in charge of donations and securing locations, dates, and times to run charity events. There are 2 main fundraisers. A golf tournament and a cycling fund raiser. Monies from these fund raisers will be donated mainly to Sloan Kettering rare cancer research. RANGE END MENS ASSOCIATION POSITION: TREASURER NATURE: Mens golf league that plays tournaments and events from March- October. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/02/2020 ADDRESS: 303 GOLF CLUB AVE, DILLSBURG PA 17019, United States DESCRIPTION: In charge of paying golf course green fees and prizes for participating players in golf tournaments 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-29 |
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