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1900 Broadway Suite 900, San Antonio, TX 78215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-09 |
Branch Locations
1900 Broadway Suite 900, San Antonio, TX 78215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost Bank | San Antonio | TX | 01/2014 | 02/2025 |
| Frost Brokerage Services Inc | San Antonio | TX | 09/2014 | 02/2025 |
| Frost Investment Services | San Antonio | TX | 06/2017 | 06/2017 |
| 1900 Wealth Management | San Antonio | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-29 |
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