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6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
Branch Locations
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Victory Financial | Austin | TX | 03/2026 | Present |
| Genpact | Portland | OR | 06/2016 | 06/2019 |
| Directors Mortgage | Lake Oswego | OR | 06/2019 | 05/2021 |
| Oregon Mutual Insurance | Mcminnville | OR | 05/2021 | 05/2023 |
| Victory Ventures | Austin | TX | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-07 |
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