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Advisor at VALIC FINANCIAL ADVISORS, INC.
HOUSTON, TX | MT. LAUREL, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | May 18, 2021 | n/a | yes | HOUSTON, TX|MT. LAUREL, NJ | Current employment |
| INNOVATIVE INVESTMENT FIDUCIARIES, LLC | Former SEC adviser | Apr 10, 2018 | Jul 8, 2020 | no | MOORESTOWN, NJ | Previous registration |
| BRINKER CAPITAL INC | Former SEC adviser | Sep 27, 2004 | Jan 2, 2018 | no | BERWYN, PA|KING OF PRUSSIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INNOVATIVE INVESTMENT FIDUCIARIES, LLC | VALIC FINANCIAL ADVISORS, INC. | Jul 8, 2020 | May 18, 2021 | 314 | Firm change | Other |
| BRINKER CAPITAL INC | INNOVATIVE INVESTMENT FIDUCIARIES, LLC | Jan 2, 2018 | Apr 10, 2018 | 98 | Firm change | Other |