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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Malden | MA | 01/2023 | 06/2024 |
| Shamrock Llc | Boston | MA | 11/2022 | 04/2023 |
| New Western Acquisitions | Newton | MA | 01/2022 | 05/2022 |
| Wequassett Resort | Harwich | MA | 05/2021 | 10/2021 |
| Twin Hills Country Club | Longmeadow | MA | 06/2017 | 08/2017 |
| Unemployed | Boston | MA | 06/2022 | 10/2022 |
| Longmeadow High School | Longmeadow | MA | 09/2013 | 06/2017 |
| University Of Colorado | Boulder | CO | 08/2017 | 05/2018 |
| University Of Massachusetts | Amherst | MA | 08/2018 | 05/2021 |
| Twin Hills Country Club | Longmeadow | MA | 06/2018 | 08/2018 |
| Twin Hills Country Club | Longmeadow | MA | 06/2019 | 08/2019 |
| Twin Hills Country Club | Longmeadow | MA | 06/2020 | 08/2020 |
| Bank Of America, N.A. | Malden | MA | 02/2023 | 06/2024 |
| Amundi Distributor Us, Inc. | Boston | MA | 07/2024 | 04/2025 |
| 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 | 2023-04-28 |
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