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Charles B Mathes

Victory Capital Management Inc.

San Antonio, TX

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Current Employers
Victory Capital Management Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-06
  • TX RA
    APPROVED
    Since 2022-07-06

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
Primerica Financial Services Duluth GA 09/2011 04/2018
H & L Equities, Llc Atlanta GA 04/2018 06/2022
Reit Funding, Llc Atlanta GA 04/2018 06/2022
Reit Administration Atlanta GA 04/2018 06/2022
Victory Capital Services, Inc. San Antonio TX 06/2022 Present
Amundi Us, Inc. Boston MA 03/2025 08/2025
Victory Capital Management Inc. San Antonio TX 06/2022 Present
  • 09/2011 → 04/2018
    Primerica Financial Services
    Duluth, GA
  • 04/2018 → 06/2022
    H & L Equities, Llc
    Atlanta, GA
  • 04/2018 → 06/2022
    Reit Funding, Llc
    Atlanta, GA
  • 04/2018 → 06/2022
    Reit Administration
    Atlanta, GA
  • 06/2022 → Present
    Victory Capital Services, Inc.
    San Antonio, TX
  • 03/2025 → 08/2025
    Amundi Us, Inc.
    Boston, MA
  • 06/2022 → Present
    Victory Capital Management Inc.
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-22
  • S66 Uniform Combined State Law Examination
    2011-12-22
Other Names
  • Charlie B. Mathes

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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