Pamela Claire Milstead

Frost Investment Services

San Antonio, TX

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Current Employers

Frost Investment Services

111 West Houston Street, San Antonio, TX 78205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-01-27

TX RA
APPROVED

Since 2022-01-27

Branch Locations

215 E Shore Dr, Spring, TX 77380 • United States

111 West Houston Street, San Antonio, TX 78205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Frost Brokerage Services	Houston	TX	05/2016	Present
Frost Bank	Houston	TX	05/2017	Present
Frost Investment Services	The Woodlands	TX	06/2017	06/2017

05/2016 → Present

Frost Brokerage Services

Houston, TX
05/2017 → Present

Frost Bank

Houston, TX
06/2017 → 06/2017

Frost Investment Services

The Woodlands, TX

Previous Registrations

2017-06-17 → 2021-12-31

Frost Investment Services

The Woodlands, TX
2014-10-17 → 2016-05-10

Wells Fargo Clearing Services, Llc

The Woodlands, TX

Houston, TX
2013-08-23 → 2014-07-18

Hancock Whitney Investment Services Inc.

Houston, TX

New Orleans, LA
2011-01-03 → 2011-11-04

Wells Fargo Clearing Services, Llc

Houston, TX

Houston, TX

The Woodlands, TX

Charlotte, NC
2002-09-03 → 2011-01-03

Wells Fargo Investments, Llc

The Woodlands, TX

Houston, TX

The Woodlands, TX

Houston, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-08-30
S63	Uniform Securities Agent State Law Examination	2002-08-13

S65 Uniform Investment Adviser Law Examination

2002-08-30
S63 Uniform Securities Agent State Law Examination

2002-08-13

Other Names

Pamela Claire Baker
Pamela Baker Milstead

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

ALLSTATE FINANCIAL ADVISORS, LLC

STIFEL INDEPENDENT ADVISORS, LLC

Other Investors

KAY ALLISEN KELLEY

MIGUEL RAFAEL VALDEZ

ALEJANDRO VALDEZ

Lazaro Rodriguez

JEFFREY MICHAEL KOSTA

RANDAL ALLEN REEVES

KEVIN LOUIS CASCARELLI

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · SPRING, TX

J.P. MORGAN SECURITIES LLC · KLEIN, TX

STATE FARM INVESTMENT MANAGEMENT CORP. · Spring, TX

OSAIC WEALTH, INC. · SPRING, TX

EDWARD JONES · SPRING, TX

LPL FINANCIAL LLC · SPRING, TX

J.P. MORGAN SECURITIES LLC · SPRING, TX

ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in Spring, TX

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