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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-07 |
Branch Locations
3820 Belt Line Rd, Addison, TX 75001 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Hurst | TX | 12/2012 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Hurst | TX | 04/2018 | 06/2022 |
| Citizens Securities, Inc | Westwod | MA | 06/2022 | 10/2022 |
| Citizens Bank, N.A | Irving | TX | 06/2022 | 10/2022 |
| Citizens Securities, Inc | Westwood | MA | 10/2022 | Present |
| Citizens Bank, N/A | Irving | TX | 10/2022 | Present |
| Frost Brokerage Services, Inc | Addison | TX | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-13 |
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