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Employer firm

Victory Capital Management Inc. CRD 106189

$283B regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • MODEL PORTFOLIOS; RESEARCH SERVICES FOR A FEE TO CERTAIN NON-RELATED PERSONS

From the firm’s Form ADV. Read the guides:

Current Employers
Victory Capital Management Inc.

15935 La Cantera Pkwy, San Antonio, TX 78256 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-17
  • TX RA
    APPROVED
    Since 2025-09-17

Branch Locations

15935 La Cantera Pkwy, San Antonio, TX 78256 • United States

1111 Brickell Ave Suite 1500, Miami, FL 33131 • 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
OrganizationCityStateFromTo
Ivy Funds Distributor Inc Overland Park KS 06/2014 11/2016
Funds Distributor, Llc Miami FL 08/2018 08/2022
Amcs Marketing, Inc Miami FL 07/2018 08/2022
Amundi Distributor Us, Inc. Boston MA 08/2022 04/2025
Omnibus Creations Llc North Granby CT 01/2017 06/2018
Victory Capital Services, Inc. Brooklyn OH 04/2025 Present
Victory Capital Management Inc. San Antonio TX 04/2025 Present
  • 06/2014 → 11/2016
    Ivy Funds Distributor Inc
    Overland Park, KS
  • 08/2018 → 08/2022
    Funds Distributor, Llc
    Miami, FL
  • 07/2018 → 08/2022
    Amcs Marketing, Inc
    Miami, FL
  • 08/2022 → 04/2025
    Amundi Distributor Us, Inc.
    Boston, MA
  • 01/2017 → 06/2018
    Omnibus Creations Llc
    North Granby, CT
  • 04/2025 → Present
    Victory Capital Services, Inc.
    Brooklyn, OH
  • 04/2025 → Present
    San Antonio, TX
Previous Registrations
Other Businesses

1. As of January 2017, Member/Manager, Omnibus Creations, LLC located at North Granbury, CT. Responsibilities include overseeing the LLC. This is not investment related. Will devote up to one hour per month toward this activity - zero hours during securities trading hours. 2. As of September 2011, Organizer and Host, IMAP (International Managed Asset Partnership), located at North Granbury, CT. Responsibilities include organizing and hosting various networking group events and raising funds for charity. This is not investment related. Will devote up to five hours per month toward this activity, zero hours during securities trading options.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-09
S63 Uniform Securities Agent State Law Examination 2014-08-25
  • S66 Uniform Combined State Law Examination
    2024-09-09
  • S63 Uniform Securities Agent State Law Examination
    2014-08-25
Other Names
  • Jeffrey J Toussaint
  • Jeffrey John Toussaint

View on SEC IAPD

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