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9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-18 |
Branch Locations
9800 Fredericksburg Road, San Antonio, TX 78288 • United States
San Antonio, TX • United States
9519 Delaney Creek Blvd, Tampa, FL 33619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost Brokerage Services | San Antonio | TX | 12/2015 | 11/2020 |
| Frost Investment Services | San Antonio | TX | 01/2017 | 11/2020 |
| Frost National Bank | San Antonio | TX | 03/2017 | 08/2019 |
| Citigroup | San Antonio | TX | 11/2020 | 10/2021 |
| Usaa Life Insurance Company | San Antonio | TX | 10/2021 | Present |
| Usaa Investment Services Company | San Antonio | TX | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-30 |
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