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15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-17 |
Branch Locations
15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacer Financial, Inc. | Malvern | PA | 10/2016 | 01/2020 |
| Aflac Insurance | Malvern | PA | 11/2015 | 08/2017 |
| Capital Group / American Funds | San Antonio | TX | 03/2020 | 09/2023 |
| American Funds | San Antonio | TX | 03/2020 | 09/2023 |
| Victory Capital Services, Inc. | San Antonio | TX | 12/2023 | Present |
| Victory Capital Management Inc. | San Antonio | TX | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-10 |
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