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15935 La Cantera Pkwy, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
60 State Street, Boston, MA 02109 • United States
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 |
|---|---|---|---|---|
| Financial Compass Group | Wellesley | MA | 06/2023 | 08/2023 |
| Amundi Us | Boston | MA | 06/2024 | 04/2025 |
| Merrimack College | North Andover | MA | 08/2020 | 05/2024 |
| Saint Peters Prep | Jersey City | MA | 08/2016 | 05/2020 |
| Ctw Mechanical | Maplewood | NJ | 05/2021 | 08/2022 |
| Saint Rose | Millburn | NJ | 09/2009 | 05/2016 |
| Victory Capital Services, Inc. | Brooklyn | OH | 04/2025 | Present |
| Victory Capital Management Inc. | San Antonio | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-28 |
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