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15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-14 |
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 |
|---|---|---|---|---|
| Axa Distributors, Llc | Jersey City | NJ | 06/2018 | 06/2020 |
| Cognex Corporation | Natick | MA | 05/2017 | 08/2017 |
| Stonehill College | Easton | MA | 08/2014 | 05/2018 |
| Equitable Distributors, Llc | Jersey City | NJ | 06/2018 | 10/2020 |
| Equitable Distributors, Llc | Charlotte | NC | 10/2020 | 12/2021 |
| Equitable Advisors | New York | NY | 12/2021 | 09/2022 |
| Equitable | Charlotte | NC | 06/2018 | 09/2022 |
| Amundi Distributor Us, Inc. | Boston | MA | 10/2022 | 04/2025 |
| Victory Capital Services, Inc. | Brooklyn | OH | 04/2025 | Present |
| Victory Capital Management Inc. | San Antonio | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-10 |
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