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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
3838 Rogers Rd, San Antonio, TX 78251 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Houston | TX | 02/2015 | 11/2016 |
| Wells Fargo Bank, Na | Houston | TX | 10/2012 | 01/2019 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 01/2019 |
| Frost Brokerage Services | Houston | TX | 01/2019 | Present |
| Frost Bank | Houston | TX | 01/2019 | Present |
(1) Sammons Center For The Arts; Investment related; 3630 Harry Hines Blvd, Dallas, TX 75219; Performing Arts Organization; Finance Committee Member; Started 10/2023; Approx. 2hrs/mo; Not during securities trading hrs; Serve on the board as a member of the Finance committee supporting the work and mission based on leadership and strategic governance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-07 |
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