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15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
Overland Park, KS • 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 |
|---|---|---|---|---|
| Ivy Funds Distributor, Inc. | Overland Park | KS | 04/2006 | 07/2018 |
| New York Life | Overland Park | KS | 07/2018 | 09/2023 |
| Amundi Distributor Us, Inc. | Boston | MA | 09/2023 | 04/2025 |
| Victory Capital Services, Inc. | Overland Park | KS | 04/2025 | Present |
| Victory Capital Management | Overland Park | KS | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-13 |
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