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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 | 2024-12-18 |
Branch Locations
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
802 W 17Th St., Houston, TX 77008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Houston | TX | 06/2019 | 10/2019 |
| Capital Partners | Austin | TX | 01/2018 | 06/2018 |
| University Of Texas | Austin | TX | 06/2016 | 05/2019 |
| Axa Advisors, Llc | New York | NY | 10/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2019 | 12/2024 |
| Victory Financial Group | Austin | TX | 12/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2025 | Present |
1. Victory Financial Group. Investment-related. At registered location. RIA. Financial Advisor. Start date: 12/18/2024. 160 hrs/month; all during trading hours. Provides advice to clients. 2. Fixed Insurance. Investment-related. At registered location. Fixed/Traditional Insurance. Agent. Start date: 12/18/2024. 10 hrs/month; all during trading hours. Sales of fixed/traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-23 |
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