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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-24 |
Branch Locations
700 E Campbell Rd Suite 130, Richardson, TX 75081 • United States
111 West Houston Street, San Antonio, TX 78205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saco/Biddeford Savings Bank | Old Orchard | ME | 07/2012 | 04/2022 |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2012 | 04/2022 |
| Cetera Investment Advisers Llc | Old Orchard | ME | 02/2015 | 04/2022 |
| Fisher Investments | Plano | TX | 05/2022 | 04/2026 |
| Frost Brokerage Services | Richardson | TX | 04/2026 | Present |
| Frost Investment Services | Richardson | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-29 |
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