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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-13 |
Branch Locations
7444 S Padre Island, Corpus Christi, TX 78412 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Corpus Christi | TX | 05/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Corpus Christi | TX | 11/2016 | Present |
| Frost Brokerage Services, Inc. | Corpus Christi | TX | 08/2024 | Present |
(1) SA Properties; Investment Related; Concan, TX; Short-Term Rental Property; Co-Owner/Partner; Started 1/2001; Approx. 1hr/mo; Not during securities trading hrs; Review rental rates from management company hired to manage the property, decide on improvements and maintenance needs, pay monthly bills.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-30 |
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