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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 | 2023-08-23 |
Branch Locations
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
550 Reserve Street Suite 190, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Fort Worth | TX | 09/2015 | 08/2023 |
| Victory Financial | Southlake | TX | 08/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2023 | Present |
1. Victory Financial Group. Investment Related. At the registered location, Financial Planner. IAR. 08/2023.160hrs/ monthly. 160hrs/ during trading. Provide investment advice. 2. Fixed Insurance. Investment related. At the registered location. Independent Insurance Agent / Agency. Agent. Agent. 08/2023. 1 hr a month. 1 hr during trading. Provide insurance advice based on the needs of client(s). 3. A Taste of South Lake. Investment Related. 7155 Colleyville Blvd Suite 103, Colleyville, TX 76034. Public Event Coordinators. Board Member.5/12/2023. 7-10 Hours per Month. 2-3 Hours per Month During Securities Trading. Finding businesses to sponsor various aspects of the event: band sponsor, drink sponsor, VIP room sponsor, parting gift sponsor, etc. Only procure sponsors, I do not handle any sponsorship money.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-29 |
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