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Advisor at FROST INVESTMENT SERVICES
SAN ANTONIO, 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 20, 2025 | n/a | yes | SAN ANTONIO, TX | Current employment |
| VICTORY CAPITAL MANAGEMENT INC. | Asset manager | Jun 2, 2021 | Nov 20, 2024 | no | SAN ANTONIO, TX|San Antonio, TX | Previous registration |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Jan 8, 2018 | Jul 5, 2019 | no | SAN ANTONIO, TX | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Apr 11, 2013 | Jan 8, 2018 | no | SAN ANTONIO, TX | Previous registration |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Dec 15, 2005 | Apr 18, 2013 | no | SAN ANTONIO, TX|SAN ANTONIO, TX|SAN ANTONIO, TX|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC. | FROST INVESTMENT SERVICES | Nov 20, 2024 | Aug 20, 2025 | 273 | Firm change | Other |
| USAA INVESTMENT SERVICES COMPANY | VICTORY CAPITAL MANAGEMENT INC. | Jul 5, 2019 | Jun 2, 2021 | 698 | Bulk transfer | Other |
| USAA FINANCIAL PLANNING SERVICES | USAA INVESTMENT SERVICES COMPANY | Jan 8, 2018 | Jan 8, 2018 | 0 | Bulk transfer | Other |
| USAA INVESTMENT SERVICES COMPANY | USAA FINANCIAL PLANNING SERVICES | Apr 18, 2013 | Apr 11, 2013 | -7 | Bulk transfer | Other |