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Cheryl Leask Persons

Frost Investment Services

Austin, TX

San Antonio, TX

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Current Employers
Frost Investment Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-26
  • TX RA
    APPROVED
    Since 2024-07-26

Branch Locations

Austin, TX • 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
OrganizationCityStateFromTo
Compass Bank Birmingham AL 02/2010 08/2021
Bbva Securities Inc. Austin TX 05/2013 08/2021
Bbva Wealth Solutions Inc. Austin TX 08/2014 08/2021
Bbva Compass Insurance Agency, Inc. Austin TX 01/2010 08/2021
Pnc Investments Austin TX 08/2021 07/2024
Frost Brokerage Services Austin TX 07/2024 Present
Frost Investment Services Austin TX 07/2024 Present
  • 02/2010 → 08/2021
    Compass Bank
    Birmingham, AL
  • 05/2013 → 08/2021
    Bbva Securities Inc.
    Austin, TX
  • 08/2014 → 08/2021
    Bbva Wealth Solutions Inc.
    Austin, TX
  • 01/2010 → 08/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 08/2021 → 07/2024
    Pnc Investments
    Austin, TX
  • 07/2024 → Present
    Frost Brokerage Services
    Austin, TX
  • 07/2024 → Present
    Frost Investment Services
    Austin, TX
Previous Registrations
  • 2021-09-03 → 2024-07-25
    Pnc Wealth Management Llc
    Austin, TX
    Austin, TX
    Bel Air, MD
  • 2014-08-27 → 2021-08-27
    Pnc Managed Account Solutions, Inc.
    Austin, TX
  • 2003-10-23 → 2006-02-03
    Bbva Compass Investment Solutions, Inc
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-13
S63 Uniform Securities Agent State Law Examination 1996-09-20
  • S65 Uniform Investment Adviser Law Examination
    2000-11-13
  • S63 Uniform Securities Agent State Law Examination
    1996-09-20
Other Names
  • Cheryl Leask Persons
  • Cheryl King Leask
  • Cheryl Lee King
  • Cheryl King Persons
  • Cheryl L. Persons

View on SEC IAPD

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