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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-27 |
Branch Locations
111 West Houston Street, San Antonio, TX 78205 • United States
401 Congress Ave, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Austin | TX | 04/2012 | 11/2016 |
| Wells Fargo Bank N.A. | Austin | TX | 12/2010 | 10/2018 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 11/2016 | 10/2018 |
| Frost Brokerage Services | Austin | TX | 10/2018 | Present |
| Frost Investment Services | Austin | TX | 10/2018 | 10/2018 |
| Frost Bank | Austin | TX | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-13 |
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