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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 | 2025-09-04 |
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-Advisors, Llc | New York | NY | 08/2015 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2015 | 05/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2025 | Present |
| Victory Financial Group Dba Capitalwise Wealth Management | Houston | TX | 05/2025 | Present |
1) Victory Financial Group LLC dba Capitalwise Wealth Management. Investment-related. At Registered Location. RIA. Manager of Client Strategies. 05/31/2025. 220; 130 during securities trading hours. Operations management for the dba Capitalwise.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-14 |
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