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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 | 2024-10-28 |
Branch Locations
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • 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 |
|---|---|---|---|---|
| United States Soccer Federation | Austin | TX | 08/2014 | 06/2017 |
| Axa Advisors Llc | New York | NY | 12/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2014 | 10/2024 |
| Victory Financial Group | Austin | TX | 10/2024 | Present |
| Pks Investments | Albany | NY | 11/2024 | Present |
1) Victory Financial Group. Invesment related. At the registered location. RIA. IAR. Financial Planner.10/2024.40.40.I manage clients' assets thru our custodian's platform (Schwab) as well as explore annuity/life ins. options. 2) Fixed Insurance. Investment Related. At the registered location. Agent. Agent. 11/2024.40.40.Provide insurance advice based on the needs of client(s). 3) 5TEN Stewards. Not Investment Related. 14205 N Mo Pac Expy, Ste 570 (540797) Austin, TX 78728. Holding Company. CEO. 02/2025. Hrs/mnth 2 with 0 during trading hrs. Maintain holding company where I primarily run a financial services practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-22 |
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