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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-21
  • IL RA
    APPROVED
    Since 2024-10-21

Branch Locations

500 West Madison Suite 2850, Chicago, IL 60661 • 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
Glenbrook School District 225 Glenview IL 07/2014 06/2024
Valic Financial Advisor, Inc Houston TX 08/2024 Present
Agia Houston TX 09/2024 Present
Vital Network St. Paul MN 07/2024 11/2025
  • 07/2014 → 06/2024
    Glenbrook School District 225
    Glenview, IL
  • 08/2024 → Present
    Valic Financial Advisor, Inc
    Houston, TX
  • 09/2024 → Present
    Agia
    Houston, TX
  • 07/2024 → 11/2025
    Vital Network
    St. Paul, MN
Other Businesses

AGIA POSITION: Agent NATURE: Non-securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/02/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-securities Insurance products for AGIA SALT: SERVICE AND LEARNING TOGETHER POSITION: Vice-President NATURE: SaLT provides service activities and events for local high school students in the Highland Park, IL, area. Events range from addressing food insecurity, providing tutoring to elementary school students, and sending packages of encouragement to other communities in crisis. SaLT also partners with a student travel company to facilitate service-learning trips to city such as New Orleans, Orlando, Juneau, and San Juan. I am a voting member of the board and service as vice-president and sponsor. SaLT has no paid employees. All board members and officers are volunteer only. Free rent in unused spaces is provided by local property owners. The annual budget is under $50,000 and is provided by private donations, grants, and fundraising. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2021 ADDRESS: 1215 North Ave., Highland Park IL 60035, United States DESCRIPTION: As vice-president and sponsor, I work with the board and student leaders to determine projects and efforts. I solicit donations, write grants, and conduct fundraising events. I plan and organize service events. I supervise all student participation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-19
  • S66 Uniform Combined State Law Examination
    2024-10-19
Other Names
  • Bradley K Swanson
  • Bradley Swanson

View on SEC IAPD

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