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6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-04-26 |
Branch Locations
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-Advisros, Llc | New York | NY | 06/2012 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2012 | 03/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2024 | Present |
| Victory Financial Group | Honolulu | HI | 04/2024 | Present |
| Unemployed | Honolulu | HI | 04/2023 | 04/2024 |
1) Victory Financial Group // IS investment related // 1447 Kewalo Street #803, Honolulu, HI 96822 // RIA // IAR Financial Consultant // Estimated 03/20/2024 // 40 // 15 // Offer the companies insurance and investment products to existing and new clients. 2) Fixed Insurance; Yes, 1447 Kewalo Street #803, Honolulu, HI 96822; Fixed / Traditional Insurance; Agent; 03/2024; 15; 15; Sales of Fixed/Traditional Insurance 3) PKS Financial; Yes; 80 State St Albany, NY 12207; Fixed/Traditional Insurance; Agent; 04/2024; 15; 15; Sales of fixed/traditional insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-13 |
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