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Advisor at VICTORY CAPITAL MANAGEMENT INC.
SAN ANTONIO, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC. | Asset manager | Jan 22, 2021 | n/a | yes | SAN ANTONIO, TX | Current employment |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Jan 8, 2018 | Jul 3, 2019 | no | SAN ANTONIO, TX | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Jul 8, 2010 | Jan 8, 2018 | no | SAN ANTONIO, TX | Previous registration |
| EDWARD JONES | National bd RIA | Nov 10, 2009 | Jun 18, 2010 | no | ST LOUIS, MO|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| USAA INVESTMENT SERVICES COMPANY | VICTORY CAPITAL MANAGEMENT INC. | Jul 3, 2019 | Jan 22, 2021 | 569 | Bulk transfer | Other |
| USAA FINANCIAL PLANNING SERVICES | USAA INVESTMENT SERVICES COMPANY | Jan 8, 2018 | Jan 8, 2018 | 0 | Bulk transfer | Other |
| EDWARD JONES | USAA FINANCIAL PLANNING SERVICES | Jun 18, 2010 | Jul 8, 2010 | 20 | Firm change | Ibd to new firm |