DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Gerald Steven Reed

Victory Capital Management Inc.asset managerSan Antonio, Tx IA-onlyIAPD 2906769

Feed of 09/15/2026

Also filed as Gerald Steven Reed

At current firm

7 y

since Jul 15, 2019

In the industry

18 y

since Feb 29, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Victory Capital Management Inc. asset manager current
since Jul 15, 2019 · San Antonio, Tx
Usaa Investment Services Company no RAUM
Jun 21, 2019 to Jul 9, 2019 · San Antonio, Tx
Ameriprise Financial Services, LLC national BD
Jun 21, 2018 to Jan 10, 2019 · San Antonio, Tx
Investment Professionals, Inc. former
Jan 3, 2018 to Sep 25, 2018 · San Antonio, Tx
Advisors Asset Management, Inc. mixed wealth
Sep 4, 2008 to Jul 26, 2012 · Boerne, Tx
Waddell & Reed former
Mar 3, 2008 to Jul 10, 2008 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

Usaa Investment Services Company to Victory Capital Management Inc.
left Jul 9, 2019, registered Jul 15, 2019 (6 days) · corporate re-registration, not a move
Ameriprise Financial Services, LLC to Usaa Investment Services Company
left Jan 10, 2019, registered Jun 21, 2019 (162 days) · Affiliated broker-dealer or bank to another · moved with a team
Investment Professionals, Inc. to Ameriprise Financial Services, LLC
left Sep 25, 2018, registered Jun 21, 2018 (-96 days) · corporate re-registration, not a move
Advisors Asset Management, Inc. to Investment Professionals, Inc.
left Jul 26, 2012, registered Jan 3, 2018 (1987 days) · Other
Waddell & Reed to Advisors Asset Management, Inc.
left Jul 10, 2008, registered Sep 4, 2008 (56 days) · Other

Signals

Gerald Steven Reed no longer holds an investment adviser registration (last listed at Victory Capital Management Inc. on the 2026-09-16 feed)
Sep 16, 2026 · Advisor registration ended · derived

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Asset manager (funds and pooled vehicles)derived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address