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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 2024-11-20
  • TX RA
    APPROVED
    Since 2024-11-20

Branch Locations

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

2604 Westheimer, Houston, TX 77098 • 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 Brokerage Services, Inc. Houston TX 04/2023 Present
Deloitte Houston TX 10/2018 04/2023
Student College Station TX 09/2013 05/2018
Unemployed Houston TX 06/2018 09/2018
Frost Bank Houston TX 04/2023 Present
  • 04/2023 → Present
    Frost Brokerage Services, Inc.
    Houston, TX
  • 10/2018 → 04/2023
    Deloitte
    Houston, TX
  • 09/2013 → 05/2018
    Student
    College Station, TX
  • 06/2018 → 09/2018
    Unemployed
    Houston, TX
  • 04/2023 → Present
    Frost Bank
    Houston, TX
Other Businesses

(1) The Courtly Canvas; Non-investment related; Houston, TX Accounting; Independent contractor; January 2023; Approximately 10 hrs/mo; Not during market hrs; Preparation of financial statements.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-19
  • S66 Uniform Combined State Law Examination
    2024-11-19

View on SEC IAPD

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