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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-18 |
Branch Locations
110 Austin Highway, San Antonio, TX 78209 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | San Antonio | TX | 05/2017 | 04/2023 |
| Morgan Stanley Private Bank, N.A. | San Antonio | TX | 05/2017 | 04/2023 |
| Swbc Mortgage Corporation | San Antonio | TX | 03/2016 | 05/2017 |
| Unemployed | San Antonio | TX | 04/2023 | 08/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 09/2023 | 03/2024 |
| Frost Brokerage Services, Inc. | San Antonio | TX | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-18 |
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