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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 | 2024-02-21 |
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 |
|---|---|---|---|---|
| Equitable Advisors | New York | NY | 10/2020 | 02/2024 |
| Unemployed | San Antonio | TX | 05/2019 | 10/2020 |
| Texas State University | San Marcos | TX | 08/2014 | 05/2019 |
| Jordan Ford | San Antonio | TX | 01/2019 | 03/2019 |
| Victory Financial Group | Austin | TX | 02/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2024 | Present |
1) Victory Financial Group. Investment Related. At registered location. RIA. Financial Advisor. 2/21/2024. Hrs/month 200 with 150 during trading hours. Manage and maintain client relationships. 2) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. 2/21/2024. Hrs/month 100 with 100 during trading hours. Provide insurance advice based on the needs of clients. 3) PKSF. Investment Related. At registered location. Fixed/Traditional Insurance. 2/21/2024. Hrs/month 100 with 100 during trading hours. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-14 |
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