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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-27 |
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 |
|---|---|---|---|---|
| Frost Bank | San Antonio | TX | 03/2004 | 10/2019 |
| Frost Brokerage Services | San Antonio | TX | 09/2005 | 10/2019 |
| Frost Brokerage Services | San Antonio | TX | 10/2019 | Present |
| Frost Bank | San Antonio | TX | 10/2019 | Present |
(1) Cast & Blast Gals ,LLC; Not investment related; 6160 Warren Pkwy, Suite 100, Frisco, TX 75034; Outdoor women's products; Co-Owner; Started 1/2022; Approx. 4hr/mo; Not during securities trading hrs; Responsibilities include being involved in product procurement, packaging and development and social media posts. (2) WELS Investments LLC; Investment related; San Antonio, TX; To invest in private businesses and real estate investments; Managing Member; Started 7/2025; Approx. 1hr/mo; Not during securities trading hrs; This LLC is formed to invest in private companies and real estate. Its activities may include buying shares in private businesses, owning property, and managing or selling those investments over time.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-11-21 |
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