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Victory Financial CRD 324943
$1.34B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-21 |
Branch Locations
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
5550 Granite Parkway, Suite 270, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Dallas | TX | 01/2017 | 02/2024 |
| Mml Investors Services, Llc | Dallas | TX | 07/2018 | 02/2024 |
| Up On Knox | Dallas | TX | 11/2017 | 07/2022 |
| Mexican Sugar | Plano | TX | 10/2014 | 03/2017 |
| Quadcap Wealth Management | Frisco | TX | 03/2024 | 05/2026 |
| Victory Financial | Austin | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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