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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-07 |
Branch Locations
111 West Houston Street, San Antonio, TX 78205 • United States
5800 N Mopac, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2022 | 11/2023 |
| Texas A&M University | College Station | TX | 08/2017 | 05/2020 |
| Texas A&M Corps Of Cadets Housing | College Station | TX | 08/2021 | 05/2022 |
| Texas A&M University Residence Life | College Station | TX | 05/2021 | 08/2021 |
| Texas A&M Corps Of Cadets Housing | College Station | TX | 08/2020 | 05/2021 |
| R Bank Texas | Round Rock | TX | 05/2020 | 08/2020 |
| R Bank Texas | Round Rock | TX | 05/2019 | 08/2019 |
| R Bank Texas | Georgetown | TX | 05/2018 | 08/2018 |
| R Bank Texas | Round Rock | TX | 05/2017 | 08/2017 |
| Hyde Park High School | Austin | TX | 08/2013 | 05/2017 |
| Thrivent Advisor Network Dba 49 Financial | Austin | TX | 06/2022 | 12/2022 |
| 49 Wealth Management, Llc | Austin | TX | 06/2023 | 11/2023 |
| Cetera Advisors Llc | El Segundo | CA | 11/2023 | 05/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2024 | 05/2024 |
| Frost Brokerage Services, Inc. | Austin | TX | 05/2024 | Present |
| Frost Bank | Austin | TX | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-11 |
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