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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-02 |
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 |
|---|---|---|---|---|
| Usaa Financial Planning Services | San Antonio | TX | 09/2017 | 06/2019 |
| Usaa Financial Advisors, Inc | San Antonio | TX | 09/2017 | 06/2019 |
| Texas A&M University | College Station | TX | 08/2013 | 08/2017 |
| Heb | Bryan | TX | 08/2016 | 04/2017 |
| Northwestern Mutual | College Station | TX | 01/2017 | 04/2017 |
| Usaa | San Antonio | TX | 05/2017 | 08/2017 |
| Usaa Investment Management Company | San Antonio | TX | 07/2018 | 06/2019 |
| Fis | San Antonio | TX | 07/2019 | 12/2019 |
| Victory Capital Advisers | Brooklyn | OH | 01/2020 | 07/2023 |
| Frost Brokerage Services, Inc. | San Antonio | TX | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-03 |
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