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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 | 2023-02-06 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank N.A | College Station | TX | 03/2017 | 03/2020 |
| J. P. Morgan Securities Llc | College Station | TX | 07/2019 | 03/2020 |
| Unemployed | College Station | TX | 09/2015 | 02/2017 |
| Oak Star Bank | Joplin | MO | 03/2020 | 11/2021 |
| Unemployed | Boerne | TX | 11/2021 | 05/2022 |
| Frost Investment Advisors, Llc | San Antonio | TX | 05/2022 | Present |
| Frost Brokerage Services, Inc. | San Antonio | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-14 |
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