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Reading the graph
Advisor at VICTORY FINANCIAL
Houston, TX | AUSTIN, 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 FINANCIAL | Independent wealth | Dec 19, 2024 | n/a | yes | Houston, TX|AUSTIN, TX | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Feb 8, 2022 | Dec 20, 2024 | no | THE WOODLANDS, TX|Magnolia, TX|HOUSTON, TX|HOUSTON, TX|HOUSTON, TX|CONROE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | VICTORY FINANCIAL | Dec 20, 2024 | Dec 19, 2024 | -1 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6627:324943:TX:2024-12-19 | Dec 20, 2024 | Dec 19, 2024 | CONROE, TX | Firm change |