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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-22 |
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 |
|---|---|---|---|---|
| Jpmorgan Securities Llc | San Antonio | TX | 10/2016 | 08/2018 |
| Chase | San Antonio | TX | 04/2011 | 10/2016 |
| Ashford University | San Diego | CA | 11/2016 | 06/2018 |
| Jpmorgan Securities Llc | San Antonio | TX | 08/2018 | 11/2020 |
| Charles Schwab & Co., Inc. | San Antonio | TX | 11/2020 | 06/2021 |
| Citigroup | San Antonio | TX | 07/2021 | 01/2023 |
| Fidelity Investments | San Antonio | TX | 01/2023 | 04/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2026 |
| Frost Brokerage Services | San Antonio | TX | 04/2026 | Present |
| Frost Investment Services | San Antonio | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-21 |
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