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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-28 |
| CO | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2024-07-02 |
Branch Locations
111 West Houston Street, San Antonio, TX 78205 • United States
11839 Culebra Road, San Antonio, TX 78254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security Service Federal C.U. | San Antonio | TX | 11/2002 | 03/2020 |
| Raymond James Financial Services, Inc. | San Antonio | TX | 11/2015 | 03/2020 |
| Raymond James Financial Services Advisors Inc. | San Antonio | TX | 11/2015 | 03/2020 |
| Td Ameritrade | San Antonio | TX | 01/2022 | 09/2022 |
| Cuso Financial Services, L.P. | San Diego | CA | 03/2020 | 12/2021 |
| Victory Captial Services, Inc. | San Antonio | TX | 09/2022 | 06/2024 |
| Frost Brokerage Services, Inc. | San Antonio | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-27 |
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