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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 | Oct 19, 2021 | n/a | yes | SAN ANTONIO, TX | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Nov 1, 2016 | Mar 12, 2021 | no | SAN ANTONIO, TX|San Antonio, TX|San Antonio, TX|SAN ANTONIO, TX | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Jan 19, 2006 | Aug 27, 2015 | no | SAN ANTONIO, TX | Previous registration |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Sep 3, 2002 | Jan 20, 2006 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | VICTORY CAPITAL MANAGEMENT INC. | Mar 12, 2021 | Oct 19, 2021 | 221 | Firm change | Other |
| USAA FINANCIAL PLANNING SERVICES | J.P. MORGAN SECURITIES LLC | Aug 27, 2015 | Nov 1, 2016 | 432 | Firm change after gap | Other |
| USAA INVESTMENT SERVICES COMPANY | USAA FINANCIAL PLANNING SERVICES | Jan 20, 2006 | Jan 19, 2006 | -1 | Firm change | Other |