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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 | 2023-08-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 11/2009 | 08/2023 |
| Victory Financial | Austin | TX | 08/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2023 | Present |
| Axa Advisors, Llc | New York | NY | 11/2009 | 06/2020 |
1) Victory Financial Group. Investment Related. At Registered Location. RIA. IAR. 08/2023. 160 hours per month.30 trading hours. Sr. Advisor, an investment advisor. 2) Rental Properties. Not Investment Related. 18 North Prairie Dr. Dallas Texas. 8307 Coolgreene Dr Dallas,TX 75228. 2223 Healey Dr. Dallas, TX 75228. Landlord. 50% Owner. Feb 2017. 1 hour per month; 1 hour trading hours. Various misc. landlord duties. 3) Foster Benefits/ Benefit Mall. Not Investment related. 12404 Park Central Dr. Suite 4005 Dallas, TX 75251. 14911 Quorum Drive Suite 100 Dallas, TX 75254 972-960-8718. Company benefits w/United Healthcare. Agent .03/2022. 3 hours per month, 1 hour during trading time| broker on group health insurance 4) Fixed Insurance. Investment related. 9957 Marlin Drive, Dallas TX 75228. Fixed Insurance. Agent. 6/2022.12 hrs. month. 4 hrs. during trading. sales of fixed/transitional insurance products. 5)PKSF. Investment-related. At the registered location. Fixed Insurance. Agent. 08/2023. 15 hrs/ monthly. 15 hrs/ trading. Provide insurance advice to based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-02 |
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