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6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-11 |
Branch Locations
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
7310 N Villa Lake Dr Suite D, Peoria, IL 61614 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 12/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2014 | 04/2025 |
| Victory Financial Group | Austin | TX | 04/2025 | Present |
| Financial Independence Group | Cornelius | NC | 04/2025 | Present |
Financial Independence Group; Not Investment-Related; 19520 W Catawba Ave #200, Cornelius, NC 28031; fixed insurance and fixed annuity sales; insurance agent; 04/24/2025; 40 hours; 40 hours; assess when fixed annuity and fixed insurance products fit within a clients investment objectives, risk tolerance and time horizon
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-15 |
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