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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-03 |
Branch Locations
1155 Ne Loop 410, San Antonio, TX 78209 • United States
111 West Houston Street, San Antonio, TX 78205 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Antonio | TX | 03/2016 | 03/2018 |
| Jp Morgan Chase Bank | San Antonio | TX | 03/2016 | 03/2018 |
| Td Ameritrade | San Antonio | TX | 04/2018 | 12/2023 |
| Charles Schwab And Co., Inc. | San Antonio | TX | 12/2022 | 01/2024 |
| Frost Brokerage Services, Inc. | San Antonio | TX | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-05 |
| S66 | Uniform Combined State Law Examination | 2003-08-06 |
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