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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-10 |
| NJ | RA | APPROVED | 2024-05-10 |
| MA | RA | APPROVED | 2021-06-16 |
| DE | RA | APPROVED | 2020-01-09 |
| SC | RA | APPROVED | 2018-10-22 |
| FL | RA | APPROVED | 2016-12-01 |
| CA | RA | APPROVED | 2016-08-24 |
| DC | RA | APPROVED | 2010-02-26 |
| VA | RA | APPROVED | 2010-02-05 |
| PA | RA | APPROVED | 2004-05-27 |
| MD | RA | APPROVED | 2002-06-03 |
Branch Locations
22 West Padonia Road Suite A 307, Timonium, MD 21093-2227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Glen Burnie | MD | 02/1999 | Present |
| Agia | Houston | TX | 12/2022 | Present |
AT JACOB'S WELL INC. POSITION: President of Board of Directors NATURE: At Jacob's Well is a 501(c)3 organization that provides temporary and permanent housing for mentally ill homeless people in Baltimore. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2020 ADDRESS: 323 E 25th St, Baltimore MD 21218, United States DESCRIPTION: Run the bi-monthly board meetings, facilitate voting on personnel issues, budgets, property purchases and other things involved with running the organization. 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 CHILDREN'S CHORUS OF MARYLAND POSITION: Treasurer of Board of Directors NATURE: Meeting monthly to help forge the future for the conservatory. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 320 E Towsontown Blvd., Towson MD 21286, United States DESCRIPTION: Meeting monthly with the other board members. Doing volunteer work when needed. As Treasurer, I will review the organization's books on a biweekly basis with he ED and make a report on current balances at the board meeting. I will play no role in any potential investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-21 |
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