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Erika Vaneza Montanaro

Frost Investment Services

San Antonio, TX

San Antonio, TX

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Current Employers
Frost Investment Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-28
  • TX RA
    APPROVED
    Since 2022-01-28

Branch Locations

1901 W Nolana Ave, San Antonio, TX 78504 • United States

111 West Houston Street, San Antonio, TX 78205 • 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
OrganizationCityStateFromTo
Compass Bank Birmingham AL 08/2010 03/2018
Bbva Securities Inc. Mcallen TX 05/2013 03/2018
Bbva Compass Insurance Agency, Inc. Austin TX 07/2011 03/2018
Bbva Wealth Solutions Inc. Mcallen TX 09/2016 03/2018
Frost Brokerage Services Mcallen TX 03/2018 Present
Frost Bank Mcallen TX 03/2018 Present
  • 08/2010 → 03/2018
    Compass Bank
    Birmingham, AL
  • 05/2013 → 03/2018
    Bbva Securities Inc.
    Mcallen, TX
  • 07/2011 → 03/2018
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 09/2016 → 03/2018
    Bbva Wealth Solutions Inc.
    Mcallen, TX
  • 03/2018 → Present
    Frost Brokerage Services
    Mcallen, TX
  • 03/2018 → Present
    Frost Bank
    Mcallen, TX
Previous Registrations
  • 2018-03-30 → 2021-12-31
    Frost Investment Services
    Mcallen, TX
    Mcallen, TX
  • 2016-09-20 → 2018-03-29
    Pnc Managed Account Solutions, Inc.
    Mcallen, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-19
S63 Uniform Securities Agent State Law Examination 2013-01-11
  • S65 Uniform Investment Adviser Law Examination
    2016-09-19
  • S63 Uniform Securities Agent State Law Examination
    2013-01-11
Other Names
  • Erika Garza
  • Erika V. Trejo
  • Erika Vaneza Trejo
  • Erika V. Montanaro
  • Erika Vaneza Trejo-Garza
  • Erika V Montanaro

View on SEC IAPD

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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

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