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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
60 State Street, Boston, MA 02109 • United States
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bruderman Brothers | Locust Valley | NY | 05/2022 | 12/2022 |
| Actalent Services | Quincy | MA | 06/2021 | 02/2022 |
| Apex Systems | Norwalk | CT | 06/2019 | 04/2021 |
| University Of Connecticut | Storrs | CT | 09/2015 | 05/2019 |
| Amundi Distributor Us, Inc. | Boston | MA | 07/2023 | 04/2025 |
| Bruderman Private Wealth | Locust Valley | NY | 01/2023 | 04/2023 |
| Victory Capital Services, Inc. | Brooklyn | OH | 04/2025 | Present |
| Victory Capital Management Inc. | San Antonio | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-17 |
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