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15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-22 |
Branch Locations
Port Washington, NY • United States
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delaware Investments | Philadelphia | PA | 01/2013 | 07/2026 |
| Macquarie Investment Management Business Trust | Philadelphia | PA | 04/2020 | 07/2026 |
| Victory Capital Services, Inc. | Port Washington | NY | 07/2026 | Present |
| Victory Capital Management Inc. | Port Washington | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-07 |
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