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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
111 West Houston Street, San Antonio, TX 78205 • United States
3525 Far West Blvd, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost Bank | Austin | TX | 05/2009 | Present |
| Frost Brokerage Services | Austin | TX | 03/2014 | Present |
| Frost Investment Services | Austin | TX | 01/2017 | Present |
(1) Hospice Austin; Not investment related; 4107 Spicewood Springs Road, Austin, TX 78759; Community Resources; Investment Committee Member; Started 11/2023; Approx. 1hr/quarter; Approx. 1hr/quarter; Oversight of the investment committee to ensure they are investing per policy and are good stewards of the funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-30 |
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