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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-29 |
Branch Locations
1020 Ne Loop 410 Suite 340, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost Brokerage Services | San Antonio | TX | 11/2000 | 02/2024 |
| Frost Investment Services | San Antonio | TX | 01/2017 | 02/2024 |
| Commonwealth Financial Network | San Diego | CA | 02/2024 | Present |
| Kin Wealth, Llc | San Antonio | TX | 02/2024 | Present |
1. Fixed insurance sales; as of 2/29/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Kin Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/29/2024; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-06 |
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