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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-31
GA RA APPROVED 2026-07-31
AL RA APPROVED 2026-07-30
WA RA APPROVED 2026-07-30
TX RA APPROVED 2025-03-08
  • FL RA
    APPROVED
    Since 2026-07-31
  • GA RA
    APPROVED
    Since 2026-07-31
  • AL RA
    APPROVED
    Since 2026-07-30
  • WA RA
    APPROVED
    Since 2026-07-30
  • TX RA
    APPROVED
    Since 2025-03-08

Branch Locations

2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • 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
Second Baptist Church Huntsville TX 05/2023 07/2023
Potato Shack Huntsville TX 06/2022 02/2023
Cloud 9 Foot Spa Pearland TX 01/2020 01/2022
Valic Financial Advisors, Inc. Houston TX 10/2023 Present
Lupe Tortilla Pearland TX 03/2019 02/2020
Spring Creek Bbq Pearland TX 06/2018 01/2019
Self-Employeed Pearland TX 03/2015 Present
Agia Houston TX 10/2023 Present
  • 05/2023 → 07/2023
    Second Baptist Church
    Huntsville, TX
  • 06/2022 → 02/2023
    Potato Shack
    Huntsville, TX
  • 01/2020 → 01/2022
    Cloud 9 Foot Spa
    Pearland, TX
  • 10/2023 → Present
    Houston, TX
  • 03/2019 → 02/2020
    Lupe Tortilla
    Pearland, TX
  • 06/2018 → 01/2019
    Spring Creek Bbq
    Pearland, TX
  • 03/2015 → Present
    Self-Employeed
    Pearland, TX
  • 10/2023 → Present
    Agia
    Houston, TX
Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/30/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA BABYSITTER POSITION: Babysitter NATURE: Watching and caring for children. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2015 ADDRESS: 3806 Hanberry Ln, Pearland TX 77584-4951, United States DESCRIPTION: Meet parents and watch/care for their children.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-07
S63 Uniform Securities Agent State Law Examination 2024-03-12
  • S65 Uniform Investment Adviser Law Examination
    2025-03-07
  • S63 Uniform Securities Agent State Law Examination
    2024-03-12
Other Names
  • Carlee Allbritton

View on SEC IAPD

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