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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-04 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost Brokerage Services, Inc. | Boerne | TX | 12/2013 | 10/2019 |
| Frost Investment Services | Boerne | TX | 01/2017 | 05/2023 |
| Frost Bank | Boerne | TX | 03/2017 | 08/2019 |
| Frost Brokerage Services | Boerne | TX | 10/2019 | 05/2023 |
| Morgan Stanley Smith Barney Llc | San Antonio | TX | 05/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-13 |
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