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RIA / WealthAdvisor21 years in industry

Robert Lee Wells

Advisor at VICTORY CAPITAL MANAGEMENT INC.

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:31f17387-407f-60e6-4e24-baa8acaffa5c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 24, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VICTORY CAPITAL MANAGEMENT INC.
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 23, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 23, 2005
First registration: May 24, 2005
Dual registered: no
Other names: ROBERT LEE WELLS|ROBERT LEE WELLS|ROBERT LEE WELLS
IAPD individual key: 2874597

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VICTORY CAPITAL MANAGEMENT INC.	Asset manager	Apr 4, 2022	n/a	yes	SAN ANTONIO, TX	Current employment
VICTORY CAPITAL MANAGEMENT INC.	Asset manager	Jan 21, 2021	Nov 10, 2021	no	SAN ANTONIO, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Jul 8, 2019	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Feb 4, 2008	Jan 8, 2018	no	SAN ANTONIO, TX	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Aug 24, 2006	Jan 25, 2008	no	BATON ROUGE, LA	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	May 24, 2005	Aug 21, 2006	no	GONZALES, LA\|GONZALES, LA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
USAA INVESTMENT SERVICES COMPANY	VICTORY CAPITAL MANAGEMENT INC.	Jul 8, 2019	Jan 21, 2021	563	Bulk transfer	Other
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	USAA FINANCIAL PLANNING SERVICES	Jan 25, 2008	Feb 4, 2008	10	Firm change	Other
THRIVENT INVESTMENT MANAGEMENT INC.	CITIGROUP GLOBAL MARKETS INC.	Aug 21, 2006	Aug 24, 2006	3	Firm change	Other

Relationships

Registered with (5)

→ VICTORY CAPITAL MANAGEMENT INC.Registered adviserregistration: previous registration
Jan 21, 2021 to Nov 10, 2021factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Jul 8, 2019factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Feb 4, 2008 to Jan 8, 2018factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Aug 24, 2006 to Jan 25, 2008factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
May 24, 2005 to Aug 21, 2006factForm ADV

Dated events

No dated event names this entity yet.