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111 West Houston Street, San Antonio, TX 78205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-09 |
| OK | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2024-12-02 |
Branch Locations
16500 San Pedro Ave, San Antonio, TX 78232 • United States
111 West Houston Street, San Antonio, TX 78205 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 03/2003 | 08/2021 |
| Bbva Securities Inc. | San Antonio | TX | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 04/2003 | 08/2021 |
| Bbva Wealth Solutions Inc. | San Antonio | TX | 01/2019 | 08/2021 |
| Pnc Investments | Boerne | TX | 08/2021 | 11/2024 |
| Frost Brokerage Services, Inc. | San Antonio | TX | 12/2024 | Present |
| Frost Investment Services | San Antonio | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-19 |
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