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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 | 2023-08-17 |
Branch Locations
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Dallas | TX | 11/2003 | 08/2023 |
| Victory Financial Group | Austin | TX | 08/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2023 | Present |
1) Victory Financial Group \ Yes \ At registered location \ RIA \ Partner/Financial Advisor \ 8/2023 \ 80 per month\ 60 per month \ Advise clients on their investment portfolios 2) Fixed Insurance \ Investment Related - Yes \ See registered location \ Fixed insurance/annuity \ agent \ 8/18/2023 \ 50 \ 50 \ Provide insurance advice to base on the needs of client(s). 3) Real Estate Rentals \ Investment related - no \ Various locations in Dallas, TX \ Rental Property \ Owner/Property Manager \ 7/1/2011 \ 4 \ 0 \ Real Estate Rental / Commercial / Property / Management Services 4) PKSF \ Investment Related - Yes \ See registered location \ Fixed insurance/annuity \ agent \ 8/18/2023 \ 50 \ 50 \ Provide insurance advice to base on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-03 |
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