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111 West Houston Street 10Th Floor, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-21 |
Branch Locations
111 West Houston Street 10Th Floor, San Antonio, TX 78205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost Investment Advisors, Llc | San Antonio | TX | 10/2014 | Present |
| Texas Army National Guard | Waco | TX | 07/2013 | 10/2021 |
50% owner of Wildcat Bakery LLC a business that owns and operates Nothing Bundt Cake franchises and has a business address of 755 E Mulberry Ave Suite 600 San Antonio, TX 78212. Co-own a restaurant and catering company Cardinal Café and Catering LLC with my wife, Haley Simms, who runs the business as her full time job. It has a business address of 417 Kokomo St. Alamo Heights, TX 78209. Neither of these businesses are investment related. I do not currently, nor do I plan to devote hours to these businesses during securities trading hours. Total time devoted to these businesses is approximately 15 hours a month outside of trading hours with no responsibilities tied to day-to-day operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-21 |
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