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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 | 2024-12-19 |
Branch Locations
802 W. 17Th Street, Unit 200, Houston, TX 77008 • United States
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2016 | 12/2024 |
| Victory Financial Group Dba Capitalwise Wealth Management | Austin | TX | 12/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2025 | Present |
1.) Victory Financial Group DBA Capitalwise Wealth Management. Investment Related. At Registered Location. RIA. IAR. 12/2024. 150. 150. Financial Advisor. 2.) Fixed Insurance. Investment- Related. At Registered Location. Fixed/Traditional Insurance. Agent. 1/2025. 10. 10. Provide Insurance advise based on client need.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-24 |
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