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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-19 |
Branch Locations
111 West Houston Street, San Antonio, TX 78205 • United States
641 E Southlake Blvd, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 05/2012 | 07/2017 |
| Morgan Stanley | Fort Worth | TX | 08/2017 | 06/2019 |
| Morgan Stanley | Columbus | OH | 07/2019 | 10/2021 |
| J.P. Morgan Securities Llc | Columbus | OH | 10/2021 | 08/2025 |
| Frost Brokerage Services, Inc. | Dallas | TX | 08/2025 | Present |
| Frost Investments Services | Dallas | TX | 08/2025 | Present |
(1) Rental Property; Investment related; Worthington, Ohio; Rental Property; Proprietor; Started 8/2025; Approx. 1hr/mo.; Not during securities trading hrs.; Manage rental property and collect rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-03 |
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