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Lisa Ann Grady

Frost Investment Services

Fort Worth, TX

San Antonio, TX

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Current Employers
Frost Investment Services

111 West Houston Street, San Antonio, TX 78205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-27
  • TX RA
    APPROVED
    Since 2022-01-27

Branch Locations

640 Taylor St Ste 1000, Fort Worth, TX 76102 • United States

111 West Houston Street, San Antonio, TX 78205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Frost National Bank San Antonio TX 11/2010 Present
Frost Brokerage Services San Antonio TX 11/2010 Present
Frost Investment Services Fort Worth TX 06/2017 06/2017
  • 11/2010 → Present
    Frost National Bank
    San Antonio, TX
  • 11/2010 → Present
    Frost Brokerage Services
    San Antonio, TX
  • 06/2017 → 06/2017
    Frost Investment Services
    Fort Worth, TX
Previous Registrations
  • 2017-06-22 → 2021-12-31
    Frost Investment Services
    Fort Worth, TX
  • 2004-08-12 → 2006-05-03
    Chase Investment Services Corp.
    Arlington, TX
    Irving, TX
    Grand Prairie, TX
    North Richland Hills, TX
    Arlington, TX
    Arlington, TX
    Arlington, TX
    Arlington, TX
    Arlington, TX
    Arlington, TX
    Bedford, TX
    Euless, TX
    Ft. Worth, TX
    Ft. Worth, TX
    Ft. Worth, TX
    Ft. Worth, TX
    Ft. Worth, TX
    Ft. Worth, TX
    Ft. Worth, TX
    Ft. Worth, TX
    Ft. Worth, TX
    Ft. Worth, TX
    Ft. Worth, TX
    Ft. Worth, TX
    Ft. Worth, TX
    Richland Hills, TX
    Fort Worth, TX
    Grand Prairie, TX
    Grand Prairie, TX
    Grand Prairie, TX
    Keller, TX
    Mansfield, TX
    Roanoke, TX
    Watauga, TX
    Colleyville, TX
  • 2003-05-13 → 2005-07-06
    Banc One Securities Corporation
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-12
S63 Uniform Securities Agent State Law Examination 1993-07-22
  • S66 Uniform Combined State Law Examination
    2003-05-12
  • S63 Uniform Securities Agent State Law Examination
    1993-07-22
Other Names
  • Lisa Ann Sevier
  • Lisa Grady

View on SEC IAPD

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SELADOR CAPITAL MANAGEMENT, LP
INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

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Joseph D'Agostino
RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

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