DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at VICTORY CAPITAL MANAGEMENT INC.
SAN ANTONIO, TX | 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 | Jul 10, 2019 | n/a | yes | San Antonio, TX|SAN ANTONIO, TX | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 6, 2017 | Jun 11, 2019 | no | SAN ANTONIO, TX | Previous registration |
| INVESTMENT PROFESSIONALS, INC. | Former SEC adviser | Feb 4, 2015 | Sep 25, 2017 | no | SAN ANTONIO, TX|SAN ANTONIO, TX|Hondo, TX|San Antonio, TX|Castroville, TX|SAN ANTONIO, TX|Helotes, TX | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jan 5, 2009 | Jan 8, 2015 | no | San Antonio, TX|Jacksonville, FL|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | VICTORY CAPITAL MANAGEMENT INC. | Jun 11, 2019 | Jul 10, 2019 | 29 | Firm change | Other |
| INVESTMENT PROFESSIONALS, INC. | J.P. MORGAN SECURITIES LLC | Sep 25, 2017 | Oct 6, 2017 | 11 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | INVESTMENT PROFESSIONALS, INC. | Jan 8, 2015 | Feb 4, 2015 | 27 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:106189:TX:2019-06-11 | Jun 11, 2019 | Jul 10, 2019 | SAN ANTONIO, TX | Firm change |