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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-05
  • FL RA
    APPROVED
    Since 2023-05-05

Branch Locations

3505 Lake Lynda Drive Suite 200, Orlando, FL 32817 • 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
Symmetry Financial Group Longwood FL 10/2021 04/2023
United Real Estate Preferred Lake Mary FL 06/2021 01/2026
Young Real Estate Casselberry FL 02/2021 06/2021
Vsl Production Orlando FL 09/2021 08/2022
Publix Lake Mary FL 11/2018 02/2022
Safeway Seattle WA 05/2001 09/2018
Valic Financial Advisors, Inc. Orlando FL 04/2023 Present
Agia Houston TX 05/2021 Present
Preferred Referral Partners Lake Mary FL 01/2026 Present
  • 10/2021 → 04/2023
    Symmetry Financial Group
    Longwood, FL
  • 06/2021 → 01/2026
    United Real Estate Preferred
    Lake Mary, FL
  • 02/2021 → 06/2021
    Young Real Estate
    Casselberry, FL
  • 09/2021 → 08/2022
    Vsl Production
    Orlando, FL
  • 11/2018 → 02/2022
    Publix
    Lake Mary, FL
  • 05/2001 → 09/2018
    Safeway
    Seattle, WA
  • 04/2023 → Present
    Orlando, FL
  • 05/2021 → Present
    Agia
    Houston, TX
  • 01/2026 → Present
    Preferred Referral Partners
    Lake Mary, FL
Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA PREFERRED REFERRAL PARTNERS POSITION: Referral agent NATURE: Referral real estate business/transactions INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2026 ADDRESS: 1041 Vista Rd, Longwood FL 32750, United States DESCRIPTION: If I am approached for someone looking for real estate expertise and help with a potential transaction, I simply refer them to PRP and they are taken care of by my old brokerage, United Real Estate Preferred.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-31
S63 Uniform Securities Agent State Law Examination 2022-07-08
  • S65 Uniform Investment Adviser Law Examination
    2022-10-31
  • S63 Uniform Securities Agent State Law Examination
    2022-07-08

View on SEC IAPD

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