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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-21 |
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 |
|---|---|---|---|---|
| Enterprise Rent A Car | San Antonio | TX | 05/2016 | 05/2019 |
| Unemployed | San Antonio | TX | 05/2019 | 07/2019 |
| Northwestern Mutual Investment Services Llc | San Antonio | TX | 07/2019 | 11/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2019 | 11/2019 |
| The National Agents Alliance | San Antonio | TX | 01/2020 | 07/2020 |
| Bankers Life Securities, Inc. | San Antonio | TX | 08/2020 | 10/2022 |
| Bankers Life & Casualty, Inc | San Antonio | TX | 07/2020 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 11/2022 | 05/2024 |
| Bank Of America, N.A. | San Antonio | TX | 02/2023 | 05/2024 |
| Frost Brokerage Services, Inc. | San Antonio | TX | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-15 |
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