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Carolyn Suzanne Carrillo

Victory Capital Management Inc.

San Antonio, TX

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Current Employers
Victory Capital Management Inc.

15935 La Cantera Pkwy, San Antonio, TX 78256 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-04
  • TX RA
    APPROVED
    Since 2021-06-04

Branch Locations

15935 La Cantera Pkwy, San Antonio, TX 78256 • 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
Usaa Financial Advisors, Inc. San Antonio TX 09/2007 06/2019
Usaa Life Insurance Company San Antonio TX 03/2008 10/2016
Usaa Investment Management Company San Antonio TX 03/2009 10/2016
Usaa Financial Planning Services San Antonio TX 10/2016 06/2019
Usaa Investment Management Company San Antonio TX 01/2018 06/2019
Fis Global San Antonio TX 07/2019 12/2019
Victory Capital Advisers, Inc. San Antonio TX 01/2020 Present
Victory Capital Management Inc. San Antonio TX 01/2020 Present
  • 09/2007 → 06/2019
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 03/2008 → 10/2016
    Usaa Life Insurance Company
    San Antonio, TX
  • 03/2009 → 10/2016
    Usaa Investment Management Company
    San Antonio, TX
  • 10/2016 → 06/2019
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2018 → 06/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 07/2019 → 12/2019
    Fis Global
    San Antonio, TX
  • 01/2020 → Present
    Victory Capital Advisers, Inc.
    San Antonio, TX
  • 01/2020 → Present
    Victory Capital Management Inc.
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-06
S63 Uniform Securities Agent State Law Examination 1997-02-07
  • S65 Uniform Investment Adviser Law Examination
    2009-03-06
  • S63 Uniform Securities Agent State Law Examination
    1997-02-07
Other Names
  • Tatti Carrillo
  • Cathy Carrillo
  • Carolyn Suzanne Carrillo-Abuhantesh
  • Carolyn Suzanne Carrillo-Abuhantash
  • Tatti Carrillo-Abuhantesh
  • Tatti Carrillo-Abuhantash

View on SEC IAPD

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Other Investors

Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY
JASON MATTHEW PORTER
John David Carrillo
Klinton Chi-Chuen Law
Erik Carl Munson
Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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