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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-04 |
| NM | RA | APPROVED | 2023-08-24 |
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
5055 Edwards Ranch Rd, Fort Worth, TX 76109 • United States
111 West Houston Street, San Antonio, TX 78205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost Brokerage Services | Fort Worth | TX | 01/2004 | Present |
| Frost National Bank | Fort Worth | TX | 09/2016 | 08/2019 |
| Frost Investment Services | Fort Worth | TX | 01/2017 | Present |
(1) Sheppard Family, LP; Investment related; Own a piece of real estate property ; 3204 St. Albans Circle, Colleyville, TX 76034; Limited Partner; Started 2000; Approx. 2hrs/mo; Not during securities trading hrs; Assist in the operation of running the family partnership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-18 |
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