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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
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 |
|---|---|---|---|---|
| Frost Investment Advisors, Llc | San Antonio | TX | 07/2011 | 12/2016 |
| Frost Investment Services | San Antonio | TX | 04/2018 | 04/2024 |
| Frost Wealth Advisors | San Antonio | TX | 12/2016 | 04/2018 |
| Sendero Wealth Management, Llc | San Antonio | TX | 05/2024 | 04/2025 |
| Frost Investment Services | San Antonio | TX | 04/2025 | Present |
(1) Permanent Ink LLC; Not investment related; San Antonio, TX; Public Relations; Director/Co-Owner; Started 4/2025; Approx. 0hrs/mo; Not during securities trading hrs; This is my spouses business, only listed as Director on LLC for tax filing purposes, no daily responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-16 |
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