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15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Skating Club Of Boston | Boston | MA | 07/2018 | 08/2019 |
| Brookline High School | Brookline | MA | 09/2015 | 06/2019 |
| Providence College | Providence | RI | 08/2019 | 05/2022 |
| Benefitness Health Club | Brookline | MA | 06/2021 | 01/2022 |
| Yardhouse Restaurants (Darden) | Boston | MA | 06/2021 | 10/2021 |
| Fidelity Investments | Smithfield | RI | 05/2022 | 06/2023 |
| Providence Parks Department | Providence | RI | 11/2021 | 01/2022 |
| Providence College | Providence | RI | 08/2021 | 02/2022 |
| Amundi Distributor Us, Inc. | Boston | MA | 07/2023 | 04/2025 |
| 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 | 2023-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-08 |
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