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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 06/2020 | 09/2022 |
| Bank Of America, N.A. | San Antonio | TX | 06/2020 | 09/2022 |
| Hightower/Frontier Investment Management | San Antonio | IL | 09/2022 | 03/2023 |
| Frost Bank | San Antonio | TX | 09/2023 | 05/2025 |
| Frost Brokerage Services, Inc. | San Antonio | TX | 01/2025 | 05/2025 |
| Unemployed | San Antonio | TX | 04/2023 | 08/2023 |
| J.P. Morgan Securities Llc | San Antonio | TX | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | San Antonio | TX | 05/2025 | Present |
| Frost Investment Services | San Antonio | TX | 01/2025 | 05/2025 |
| Usaa Group | San Antonio | TX | 08/2006 | 06/2020 |
| Hightower Advisors, Llc | San Antonio | TX | 09/2022 | 03/2023 |
| Hightower Securities, Llc | San Antonio | TX | 09/2022 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-29 |
| S65 | Uniform Investment Adviser Law Examination | 2007-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-10 |
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