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15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
60 State Street, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfs Investment Management, Inc. | Boston | MA | 07/2022 | 11/2022 |
| Mfs Fund Distributors, Inc. | Boston | MA | 11/2022 | 08/2023 |
| Jennison Associates | New York | NY | 06/2021 | 08/2021 |
| Tropical Smoothie Cafe | Livingston | NJ | 05/2018 | 01/2022 |
| Unemployed | Chatham | NJ | 11/2011 | 05/2018 |
| Unemployed | Chatham | NJ | 01/2022 | 07/2022 |
| Amundi Distributor Us, Inc. | Boston | MA | 08/2023 | 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 | 2023-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-17 |
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