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Frost Investment Services CRD 286129
$3.67B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-11-10 |
| GA | RA | APPROVED | 2023-09-20 |
| MO | RA | APPROVED | 2023-03-03 |
| TX | RA | APPROVED | 2022-01-26 |
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 Brokerage Services | San Antonio | TX | 05/2008 | Present |
| Frost National Bank | San Antonio | TX | 09/2016 | 08/2019 |
| Frost Investment Services | San Antonio | TX | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-10 |
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