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15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-18 |
Branch Locations
60 State Street, Boston, MA 02109 • 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 |
|---|---|---|---|---|
| Salem Five Financial | Stoneham | MA | 03/2016 | 03/2018 |
| Dave And Busters | Woburn | MA | 09/2016 | 12/2016 |
| Lpl Financial, Llc | Stoneham | MA | 12/2016 | 03/2018 |
| Amundi Pioneer Distributor, Inc. | Boston | MA | 03/2018 | 12/2020 |
| Amundi Distributor Us, Inc. | Boston | MA | 01/2021 | 04/2025 |
| Victory Capital Services, Inc. | Brooklyn | OH | 04/2025 | Present |
| Victory Capital Management Inc. | San Antonio | TX | 04/2025 | Present |
As of October 2024, Golf Associate for Matchplay Golf and Sports Lounge, located at 209 N Main St Suite 60, Andover, MA 01810. Responsibilities include running the winter golf league - will receive compensation for services. This is not investment related. Will devote sixty hours per month toward this activity - zero hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-27 |
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