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Sonia Elias Shipp

Victory Capital Management Inc.

San Antonio, TX

CRD 2893038

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Employer firm

Victory Capital Management Inc. CRD 106189

$283B regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • MODEL PORTFOLIOS; RESEARCH SERVICES FOR A FEE TO CERTAIN NON-RELATED PERSONS

From the firm’s Form ADV. Read the guides:

Current Employers
Victory Capital Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-03
  • TX RA
    APPROVED
    Since 2021-06-03

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 Investment Management Company San Antonio TX 04/1997 11/2016
Usaa Financial Advisors, Inc. San Antonio TX 09/2007 06/2019
Usaa Financial Planning Services San Antonio TX 11/2016 06/2019
Usaa Investment Management Company San Antonio TX 01/2018 06/2019
Fis San Antonio TX 07/2019 12/2019
Victory Capital Advisers Brooklyn OH 01/2020 Present
  • 04/1997 → 11/2016
    Usaa Investment Management Company
    San Antonio, TX
  • 09/2007 → 06/2019
    Usaa Financial Advisors, Inc.
    San Antonio, TX
  • 11/2016 → 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
    San Antonio, TX
  • 01/2020 → Present
    Victory Capital Advisers
    Brooklyn, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-19
S63 Uniform Securities Agent State Law Examination 1997-07-29
  • S65 Uniform Investment Adviser Law Examination
    2015-11-19
  • S63 Uniform Securities Agent State Law Examination
    1997-07-29
Other Names
  • Sonia Elias Vasquez

View on SEC IAPD

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