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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-26 |
| FL | RA | APPROVED | 2024-10-09 |
| AZ | RA | APPROVED | 2024-03-28 |
| LA | RA | APPROVED | 2024-03-20 |
| GA | RA | APPROVED | 2024-03-19 |
| NM | RA | APPROVED | 2024-03-15 |
| NC | RA | APPROVED | 2024-03-14 |
| NV | RA | APPROVED | 2023-05-01 |
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
401 Congress Ave, Austin, TX 78701 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Austin | TX | 06/2016 | 06/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2021 |
| Frost Brokerage Services | Austin | TX | 07/2021 | Present |
| Frost Investment Services | Austin | TX | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-01 |
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