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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-09 |
| TX | RA | APPROVED | 2024-04-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Hop Doddy Burger Bar | Dallas | TX | 12/2015 | 03/2017 |
| Travel | Barcelona | 03/2017 | 11/2017 | |
| Toasted Coffee + Kitchen | Dallas | TX | 11/2017 | 02/2018 |
| Travel | Barcelona | 02/2018 | 09/2018 | |
| Expert Forensic Engineers | Brownwood | TX | 09/2018 | 07/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2021 | 11/2023 |
| 49 Financial | Austin | TX | 07/2021 | 11/2023 |
| Frost Brokerage Services, Inc | Austin | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-17 |
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