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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 09/2007 | 07/2019 |
| Usaa Financial Planning Services | San Antonio | TX | 04/2013 | 07/2019 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 07/2019 |
| Victory Capital Advisers, Inc. | Brooklyn | OH | 07/2019 | 11/2024 |
| Victory Capital Management Inc | San Antonio | TX | 07/2019 | 11/2024 |
| Frost Brokerage Services, Inc. | San Antonio | TX | 08/2025 | Present |
| Frost Investment Services | San Antonio | TX | 08/2025 | Present |
| Unemployed | San Antonio | TX | 11/2024 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-29 |
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