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15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belmont Hill Club | Belmont | MA | 05/2017 | 09/2019 |
| College Of The Holy Cross | Worcester | MA | 08/2017 | 05/2021 |
| None | Winchester | MA | 05/2021 | 09/2021 |
| Amundi Distributor Us, Inc. | Boston | MA | 10/2021 | 04/2025 |
| Winchester Public Schools | Winchester | MA | 09/2004 | 05/2017 |
| Victory Capital Services, Inc. | Boston | MA | 04/2025 | Present |
| Victory Capital Management Inc. | Boston | MA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-09 |
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