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David Melvin Allen

Valic Financial Advisors, Inc.

Boca Raton, FL

Boca Raton, FL

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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2024-08-20
NY RA APPROVED 2021-08-16
NE RA APPROVED 2018-07-10
DC RA APPROVED 2018-06-26
VT RA APPROVED 2018-06-20
NV RA APPROVED 2018-06-18
WV RA APPROVED 2018-06-15
ND RA APPROVED 2018-06-11
NJ RA APPROVED 2018-06-08
SD RA APPROVED 2018-06-08
AK RA APPROVED 2018-06-07
AR RA APPROVED 2018-06-07
CT RA APPROVED 2018-06-07
DE RA APPROVED 2018-06-07
HI RA APPROVED 2018-06-07
IL RA APPROVED 2018-06-07
KS RA APPROVED 2018-06-07
KY RA APPROVED 2018-06-07
LA RA APPROVED 2018-06-07
ME RA APPROVED 2018-06-07
MD RA APPROVED 2018-06-07
MI RA APPROVED 2018-06-07
MN RA APPROVED 2018-06-07
MO RA APPROVED 2018-06-07
MT RA APPROVED 2018-06-07
NH RA APPROVED 2018-06-07
NM RA APPROVED 2018-06-07
OR RA APPROVED 2018-06-07
RI RA APPROVED 2018-06-07
SC RA APPROVED 2018-06-07
UT RA APPROVED 2018-06-07
VA RA APPROVED 2018-06-07
WI RA APPROVED 2018-06-07
IA RA APPROVED 2018-05-18
IN RA APPROVED 2018-03-15
MA RA APPROVED 2017-07-07
OK RA APPROVED 2015-09-09
ID RA APPROVED 2015-02-04
CO RA APPROVED 2014-09-16
WA RA APPROVED 2014-01-21
PA RA APPROVED 2013-05-22
AZ RA APPROVED 2012-10-16
AL RA APPROVED 2012-10-02
OH RA APPROVED 2012-06-01
NC RA APPROVED 2010-10-13
TX RA APPROVED 2010-10-13
MS RA APPROVED 2010-07-08
GA RA APPROVED 2009-02-02
CA RA APPROVED 2007-02-07
FL RA APPROVED 2000-04-10
  • WY RA
    APPROVED
    Since 2024-08-20
  • NY RA
    APPROVED
    Since 2021-08-16
  • NE RA
    APPROVED
    Since 2018-07-10
  • DC RA
    APPROVED
    Since 2018-06-26
  • VT RA
    APPROVED
    Since 2018-06-20
  • NV RA
    APPROVED
    Since 2018-06-18
  • WV RA
    APPROVED
    Since 2018-06-15
  • ND RA
    APPROVED
    Since 2018-06-11
  • NJ RA
    APPROVED
    Since 2018-06-08
  • SD RA
    APPROVED
    Since 2018-06-08
  • AK RA
    APPROVED
    Since 2018-06-07
  • AR RA
    APPROVED
    Since 2018-06-07
  • CT RA
    APPROVED
    Since 2018-06-07
  • DE RA
    APPROVED
    Since 2018-06-07
  • HI RA
    APPROVED
    Since 2018-06-07
  • IL RA
    APPROVED
    Since 2018-06-07
  • KS RA
    APPROVED
    Since 2018-06-07
  • KY RA
    APPROVED
    Since 2018-06-07
  • LA RA
    APPROVED
    Since 2018-06-07
  • ME RA
    APPROVED
    Since 2018-06-07
  • MD RA
    APPROVED
    Since 2018-06-07
  • MI RA
    APPROVED
    Since 2018-06-07
  • MN RA
    APPROVED
    Since 2018-06-07
  • MO RA
    APPROVED
    Since 2018-06-07
  • MT RA
    APPROVED
    Since 2018-06-07
  • NH RA
    APPROVED
    Since 2018-06-07
  • NM RA
    APPROVED
    Since 2018-06-07
  • OR RA
    APPROVED
    Since 2018-06-07
  • RI RA
    APPROVED
    Since 2018-06-07
  • SC RA
    APPROVED
    Since 2018-06-07
  • UT RA
    APPROVED
    Since 2018-06-07
  • VA RA
    APPROVED
    Since 2018-06-07
  • WI RA
    APPROVED
    Since 2018-06-07
  • IA RA
    APPROVED
    Since 2018-05-18
  • IN RA
    APPROVED
    Since 2018-03-15
  • MA RA
    APPROVED
    Since 2017-07-07
  • OK RA
    APPROVED
    Since 2015-09-09
  • ID RA
    APPROVED
    Since 2015-02-04
  • CO RA
    APPROVED
    Since 2014-09-16
  • WA RA
    APPROVED
    Since 2014-01-21
  • PA RA
    APPROVED
    Since 2013-05-22
  • AZ RA
    APPROVED
    Since 2012-10-16
  • AL RA
    APPROVED
    Since 2012-10-02
  • OH RA
    APPROVED
    Since 2012-06-01
  • NC RA
    APPROVED
    Since 2010-10-13
  • TX RA
    APPROVED
    Since 2010-10-13
  • MS RA
    APPROVED
    Since 2010-07-08
  • GA RA
    APPROVED
    Since 2009-02-02
  • CA RA
    APPROVED
    Since 2007-02-07
  • FL RA
    APPROVED
    Since 2000-04-10

Branch Locations

1800 North Military Trail Suite 340, Boca Raton, FL 33431 • United States

1800 North Military Trail Suite 340, Boca Raton, FL 33431 • 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 Orlando FL 10/1998 Present
Agia Houston TX 12/2022 Present
  • 10/1998 → Present
    Valic Financial Advisors
    Orlando, FL
  • 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 AGIA POSITION: Agent NATURE: Non Securities Insurance Products 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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-06
S63 Uniform Securities Agent State Law Examination 1988-06-23
  • S65 Uniform Investment Adviser Law Examination
    2000-10-06
  • S63 Uniform Securities Agent State Law Examination
    1988-06-23
Designations

View on SEC IAPD

Other Firms

SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

More in Boca Raton, FL

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