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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-03 |
Branch Locations
111 West Houston Street, San Antonio, TX 78205 • United States
7460 N State Highway 161, Irving, TX 75039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tomball | TX | 03/2016 | 11/2016 |
| Wells Fargo Bank, Na | Tomball | TX | 08/2014 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Tomball | TX | 11/2016 | 06/2023 |
| Frost Brokerage Services, Inc. | Dallas | TX | 06/2023 | Present |
(1) Irving Cares; Not investment related; 440 S Nursery Rd, Irving, TX 75060; Community Philanthropy; Board Member/Treasurer; Started 7/2025; Approx. 6hrs/mo; Approx. 2hrs/mo during securities trading hrs; Oversight of budget creation, expenses and reporting as it pertains to board involvement and attend board meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-10 |
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