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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
1300 S Main St, Boerne, TX 78006 • United States
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 Brokerage Services | San Antonio | TX | 03/2000 | Present |
| Frost National Bank | San Antonio | TX | 09/2016 | 08/2019 |
| Frost Investment Services | Boerne | TX | 01/2017 | Present |
(1) The Texas Surf Museum; Not investment related; 2110 Mechanic St, Galveston, TX 77550; Museum and Cultural Heritage Preservation; Board Member and Treasurer; Stared 2/2025; Approx. 4hrs/mo; Not during securities trading hrs; Attend board meetings, participate in social events and assist in designing endowments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-26 |
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