Best Investors Account Sign in
Inactive

Anita Tierra Niefeldt

Victory Financial

Austin, TX

Austin, TX

Claim This Profile
Current Employers
Victory Financial

6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-04
  • TX RA
    APPROVED
    Since 2024-09-04

Branch Locations

6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States

10900 Research Blvd Ste 160C, Austin, TX 78759 • 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
Charles Schwab & Co., Inc. Austin TX 08/2008 11/2016
Fidelity Brokerage Services Llc Austin TX 11/2016 10/2017
Fidelity Investments Austin TX 10/2017 05/2021
Fidelity Investments Austin TX 05/2021 09/2024
Victory Financial Group Austin TX 09/2024 Present
  • 08/2008 → 11/2016
    Charles Schwab & Co., Inc.
    Austin, TX
  • 11/2016 → 10/2017
    Fidelity Brokerage Services Llc
    Austin, TX
  • 10/2017 → 05/2021
    Fidelity Investments
    Austin, TX
  • 05/2021 → 09/2024
    Fidelity Investments
    Austin, TX
  • 09/2024 → Present
    Victory Financial Group
    Austin, TX
Previous Registrations
  • 2018-07-13 → 2024-09-07
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-11-18 → 2018-07-13
    Strategic Advisers Llc
    Austin, TX
  • 2013-06-10 → 2016-11-16
    Charles Schwab & Co., Inc.
    Stamford, CT
    Austin, TX
    New York City, NY
    Austin, TX
    Englewood, CO
    Austin, TX
Other Businesses

Wise affiliate marketing, not investment related, no financial interest, 0 hours Amazon affiliate marketing, not investment related, no financial interest, 0 hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-07
S63 Uniform Securities Agent State Law Examination 2007-07-03
  • S66 Uniform Combined State Law Examination
    2013-06-07
  • S63 Uniform Securities Agent State Law Examination
    2007-07-03
Designations
Other Names
  • Anita Smith
  • Anita Tierra Smith
  • Anita T Niefeldt

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor