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6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-25 |
Branch Locations
Liberty Hill, TX • United States
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2008 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2008 | 04/2023 |
| Victory Financial Group, Llc | Liberty Hill | TX | 04/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2020 | Present |
1) Victory Financial Group. Investment Related. At registered location. RIA. Advisor / Founding Partner. 04/2023. Hrs/month 160 all during trading hours. Provide financial advice. 2) Fixed Insurance. Investment Related. 6500 River Place Blvd. Building 1, Suite #203, Austin, TX 78730. Fixed / Traditional Insurance. Agent. 04/2023. Hrs/month 15 all during trading hours. Sales of Fixed / Traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-03 |
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