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Connor Greenberg is a registered investment advisor, based in Austin, TX, with 8 years of industry experience.
Location
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX, 78730
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2024Denied
Criminal
March 2014Final Disposition
Other Business ActivitiesSells Insurance
Connor works full-time providing wealth management and financial planning services through Victory Financial Group. He also works as a health brokerage agent for Holmes Murphy, dedicating minimal time, and sells fixed insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2023 - Present · 2 yrs 8 mos
Victory Financial
August 2023 - Present · 2 yrs 8 mos
Previous Registrations
Equitable Advisors, LLC
December 2017 - August 2023 · 5 yrs 8 mos
Equitable Advisors, LLCBroker
August 2017 - August 2023 · 6 yrs
State Registrations3 states
FLMOTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.