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15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-18 |
Branch Locations
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Hill Country Club | Canton | MA | 05/2017 | 09/2017 |
| O'KEefe Investment Management | Northborough | MA | 09/2017 | 12/2017 |
| Northeast Gas Association | Needham | MA | 12/2016 | 09/2017 |
| College Of The Holy Cross | Worcester | MA | 09/2014 | 06/2018 |
| Amundi Pioneer Distributor, Inc. | Boston | MA | 08/2018 | 12/2020 |
| Amundi Pioneer | Boston | MA | 06/2018 | 08/2018 |
| Amundi Distributor Us, Inc. | Boston | MA | 01/2021 | 04/2025 |
| Victory Capital Services, Inc. | New York | NY | 04/2025 | Present |
| Victory Capital Management Inc. | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-28 |
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