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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| AZ | RA | APPROVED | 2021-08-23 |
| MI | RA | APPROVED | 2021-05-03 |
| ID | RA | APPROVED | 2019-05-14 |
| OR | RA | APPROVED | 2018-05-23 |
| WA | RA | APPROVED | 2018-05-21 |
| WI | RA | APPROVED | 2017-07-18 |
| NV | RA | APPROVED | 2011-05-13 |
| CA | RA | APPROVED | 2002-04-15 |
Branch Locations
2901 Douglas Boulevard Suite 150, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | Roseville | CA | 12/1997 | Present |
| Agia | Houston | TX | 12/2022 | Present |
TRUSTEE POSITION: Trustee NATURE: I am the trustee of my Parents trust and my sisters [REDACTED] trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2011 ADDRESS: 6295 Rustic Hills Drive, Rocklin CA 95677, United States DESCRIPTION: I am trustee of the sincere family trust. Duties are managing the family trust for my siblings and managing the [REDACTED] trust for my sister. Basic family trust responsibilities including filing taxes, sending my sister money as needed, sending check for my sisters property insurance and property taxes making sure my sister is taken care of. The family trust is set up to support my sister who has [REDACTED] in addition to the [REDACTED] trust 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 | 2002-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-03 |
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