Inactive

Juan Jaime Soza

Victory Financial

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Current Employers

Victory Financial

6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-12-21

TX RA
APPROVED

Since 2025-12-21

Branch Locations

7701 Sh-171 Ste E, Godley, TX 76044 • United States

6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
University Of Texas At Arlington	Arlington	TX	08/2015	05/2017
Axa Advisors, Llc	New York City	NY	03/2017	06/2020
Equitable Advisors, Llc	New York	NY	03/2017	12/2025
Victory Financial Group, Llc	Austin	TX	12/2025	Present

08/2015 → 05/2017

University Of Texas At Arlington

Arlington, TX
03/2017 → 06/2020

Axa Advisors, Llc

New York City, NY
03/2017 → 12/2025

Equitable Advisors, Llc

New York, NY
12/2025 → Present

Victory Financial Group, Llc

Austin, TX

Previous Registrations

2018-01-08 → 2025-12-23

Equitable Advisors, Llc

Godley, TX

Fort Worth, TX

Fort Worth, TX

Fort Worth, TX

Hurst, TX

Fort Worth, TX

Godley, TX

Other Businesses

PWG PARTNERS FOUNDATION; 1102 SANTA FE ST, CORPUS CHRISTI, TX 78404; BOARD MEMBER; START 8/14/2025; APPROX 1 HOUR/MONTH.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-12-22
S63	Uniform Securities Agent State Law Examination	2017-04-06

S65 Uniform Investment Adviser Law Examination

2017-12-22
S63 Uniform Securities Agent State Law Examination

2017-04-06

Other Names

Juan Jaime Soza
Juan Jaime Soza

View on SEC IAPD

More in Godley, TX

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