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Keith Alan Poch

Valic Financial Advisors, Inc.

Bozeman, MT

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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2023-07-20
WI RA APPROVED 2023-07-19
WY RA APPROVED 2023-07-19
WV RA APPROVED 2022-09-19
SC RA APPROVED 2022-09-14
DE RA APPROVED 2022-09-13
NJ RA APPROVED 2022-09-13
AL RA APPROVED 2022-09-12
IN RA APPROVED 2022-09-12
KY RA APPROVED 2022-09-12
MS RA APPROVED 2022-09-12
RI RA APPROVED 2022-09-12
NY RA APPROVED 2021-08-16
GA RA APPROVED 2021-05-18
IA RA APPROVED 2020-12-11
NC RA APPROVED 2018-12-27
AR RA APPROVED 2017-05-17
MA RA APPROVED 2016-02-29
PA RA APPROVED 2015-06-19
KS RA APPROVED 2015-05-06
LA RA APPROVED 2015-05-04
NH RA APPROVED 2015-05-04
ME RA APPROVED 2015-05-01
CT RA APPROVED 2014-10-20
MN RA APPROVED 2013-12-10
DC RA APPROVED 2010-06-23
MI RA APPROVED 2010-06-23
OK RA APPROVED 2010-06-11
SD RA APPROVED 2010-05-28
FL RA APPROVED 2010-05-27
IL RA APPROVED 2010-05-27
MD RA APPROVED 2010-05-27
MO RA APPROVED 2010-05-27
VA RA APPROVED 2010-05-27
NM RA APPROVED 2007-07-16
OH RA APPROVED 2007-07-11
UT RA APPROVED 2006-01-18
CO RA APPROVED 2006-01-17
AK RA APPROVED 2005-11-22
HI RA APPROVED 2005-11-09
WA RA APPROVED 2005-11-04
ID RA APPROVED 2005-11-03
MT RA APPROVED 2005-11-03
NV RA APPROVED 2005-11-02
OR RA APPROVED 2005-11-02
AZ RA APPROVED 2005-07-15
TX RA APPROVED_RES 2005-07-08
CA RA APPROVED 2005-07-05
ND RA APPROVED 2002-04-09
NE RA APPROVED 2002-03-28
  • VT RA
    APPROVED
    Since 2023-07-20
  • WI RA
    APPROVED
    Since 2023-07-19
  • WY RA
    APPROVED
    Since 2023-07-19
  • WV RA
    APPROVED
    Since 2022-09-19
  • SC RA
    APPROVED
    Since 2022-09-14
  • DE RA
    APPROVED
    Since 2022-09-13
  • NJ RA
    APPROVED
    Since 2022-09-13
  • AL RA
    APPROVED
    Since 2022-09-12
  • IN RA
    APPROVED
    Since 2022-09-12
  • KY RA
    APPROVED
    Since 2022-09-12
  • MS RA
    APPROVED
    Since 2022-09-12
  • RI RA
    APPROVED
    Since 2022-09-12
  • NY RA
    APPROVED
    Since 2021-08-16
  • GA RA
    APPROVED
    Since 2021-05-18
  • IA RA
    APPROVED
    Since 2020-12-11
  • NC RA
    APPROVED
    Since 2018-12-27
  • AR RA
    APPROVED
    Since 2017-05-17
  • MA RA
    APPROVED
    Since 2016-02-29
  • PA RA
    APPROVED
    Since 2015-06-19
  • KS RA
    APPROVED
    Since 2015-05-06
  • LA RA
    APPROVED
    Since 2015-05-04
  • NH RA
    APPROVED
    Since 2015-05-04
  • ME RA
    APPROVED
    Since 2015-05-01
  • CT RA
    APPROVED
    Since 2014-10-20
  • MN RA
    APPROVED
    Since 2013-12-10
  • DC RA
    APPROVED
    Since 2010-06-23
  • MI RA
    APPROVED
    Since 2010-06-23
  • OK RA
    APPROVED
    Since 2010-06-11
  • SD RA
    APPROVED
    Since 2010-05-28
  • FL RA
    APPROVED
    Since 2010-05-27
  • IL RA
    APPROVED
    Since 2010-05-27
  • MD RA
    APPROVED
    Since 2010-05-27
  • MO RA
    APPROVED
    Since 2010-05-27
  • VA RA
    APPROVED
    Since 2010-05-27
  • NM RA
    APPROVED
    Since 2007-07-16
  • OH RA
    APPROVED
    Since 2007-07-11
  • UT RA
    APPROVED
    Since 2006-01-18
  • CO RA
    APPROVED
    Since 2006-01-17
  • AK RA
    APPROVED
    Since 2005-11-22
  • HI RA
    APPROVED
    Since 2005-11-09
  • WA RA
    APPROVED
    Since 2005-11-04
  • ID RA
    APPROVED
    Since 2005-11-03
  • MT RA
    APPROVED
    Since 2005-11-03
  • NV RA
    APPROVED
    Since 2005-11-02
  • OR RA
    APPROVED
    Since 2005-11-02
  • AZ RA
    APPROVED
    Since 2005-07-15
  • TX RA
    APPROVED_RES
    Since 2005-07-08
  • CA RA
    APPROVED
    Since 2005-07-05
  • ND RA
    APPROVED
    Since 2002-04-09
  • NE RA
    APPROVED
    Since 2002-03-28

Branch Locations

233 East Main Street Suite 300, Bozeman, MT 59715 • 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
Valic Financial Advisors San Mateo CA 08/1997 Present
Agia Houston TX 12/2022 Present
  • 08/1997 → Present
    Valic Financial Advisors
    San Mateo, CA
  • 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 RENTAL PROPERTY POSITION: Owner NATURE: Rental property as previously disclosed. I moved so this is an updated OBA w/ new address INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2020 ADDRESS: 501 Lodge Court, Lincoln CA 95648, United States DESCRIPTION: Collect rent, minor repairs, tenant screening

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-09
S63 Uniform Securities Agent State Law Examination 1997-06-18
  • S65 Uniform Investment Adviser Law Examination
    2001-01-09
  • S63 Uniform Securities Agent State Law Examination
    1997-06-18

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT
VALUE PARTNERS LLC · BOZEMAN, MT
BITTERROOT CAPITAL ADVISORS LLC · BOZEMAN, MT
U.S. BANCORP ADVISORS, LLC · Bozeman, MT
MONTANA INVESTMENT ADVISORS INC · BOZEMAN, MT
EAGLE STRATEGIES LLC · BOZEMAN, MT
XYPN INVEST · BOZEMAN, MT
GROUP W INVESTMENT MANAGEMENT LLC · BOZEMAN, MT

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