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Reading the graph
Advisor at FROST INVESTMENT SERVICES
SAN ANTONIO, TX | SOUTHLAKE, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FROST INVESTMENT SERVICES | Bd affiliated wealth | Aug 19, 2025 | n/a | yes | SAN ANTONIO, TX|SOUTHLAKE, TX | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Nov 19, 2021 | Aug 17, 2025 | no | Columbus, OH|Columbus, OH|Worthington, OH | Previous registration |
| MORGAN STANLEY | Wirehouse | Apr 3, 2017 | Nov 16, 2021 | no | Columbus, OH|Southlake, TX|Columbus, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | FROST INVESTMENT SERVICES | Aug 17, 2025 | Aug 19, 2025 | 2 | Firm change | Wirehouse to ibd |
| MORGAN STANLEY | J.P. MORGAN SECURITIES LLC | Nov 16, 2021 | Nov 19, 2021 | 3 | Firm change | Wirehouse to wirehouse |