William Alvarez

Frost Investment Services

San Antonio, TX

Claim This Profile

Current Employers

Frost Investment Services

111 West Houston Street, San Antonio, TX 78205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-01-03

TX RA
APPROVED_RES

Since 2025-01-03

Branch Locations

111 West Houston Street, San Antonio, TX 78205 • United States

5925 Kirby Dr, Houston, TX 77005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jp Morgan Chase Bank	Bellaire	TX	09/2008	03/2023
J.P. Morgan Securities Llc	Bellaire	TX	10/2012	03/2023
Frost Brokerage Services, Inc.	Houston	TX	05/2023	Present
Frost Bank	Houston	TX	05/2023	Present

09/2008 → 03/2023

Jp Morgan Chase Bank

Bellaire, TX
10/2012 → 03/2023

J.P. Morgan Securities Llc

Bellaire, TX
05/2023 → Present

Frost Brokerage Services, Inc.

Houston, TX
05/2023 → Present

Frost Bank

Houston, TX

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-08-22

S63 Uniform Securities Agent State Law Examination

2011-08-22

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ROCKEFELLER FINANCIAL LLC

PARK AVENUE SECURITIES LLC

RBC CAPITAL MARKETS, LLC

KESTRA ADVISORY SERVICES, LLC

TITLEIST ASSET MANAGEMENT, LLC

ULRICH INVESTMENT CONSULTANTS

Other Investors

Daniel W Lasater

ABIGAIL CLAUDIO-JACKSON

JASON MATTHEW PORTER

John David Carrillo

Klinton Chi-Chuen Law

Erik Carl Munson

Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX

1900 WEALTH · SAN ANTONIO, TX

ROCKEFELLER FINANCIAL LLC · San Antonio, TX

PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX

RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX

KESTRA ADVISORY SERVICES, LLC · San Antonio, TX

TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor