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4515 San Pedro Ave, San Antonio, TX 78212-1410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-22 |
Branch Locations
4515 San Pedro Ave, San Antonio, TX 78212-1410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | San Antonio | TX | 03/2006 | 12/2018 |
| Nylife Securities | San Antonio | TX | 03/2006 | 12/2018 |
| Shipman & Associates | San Antonio | TX | 04/2006 | 12/2018 |
| Shipman & Associates | Boerne | TX | 06/2008 | 12/2018 |
| On The Move, Inc. | Boerne | TX | 12/2018 | 08/2019 |
| Frost Bank | San Antonio | TX | 02/2020 | Present |
| Frost Brokerage Services | San Antonio | TX | 02/2020 | Present |
| Revenox Llc | San Antonio | TX | 08/2019 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-07 |
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