DFX Intelligence
Advisors
Advisors registered through Frost Investment ServicesAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
162 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Bryan Jeffrey Turnage dual registrant | Frost Investment Services BD affiliated | San Antonio, Tx | Aug 17, 2022 | 16 y | 0 | 1 |
| Michael Valadez dual registrant | Frost Investment Services BD affiliated | San Antonio, Tx | Jan 26, 2022 | 27 y | 3 | 1 |
| Asa Jared Villarreal dual registrant | Frost Investment Services BD affiliated | San Antonio, Tx | May 21, 2024 | 10 y | 2 | 1 |
| S•••••••• D••••• V••••• dual registrant | F•••• I••••••••• S••••••• BD affiliated | Plano, Tx | Jan 28, 2022 | 17 y | 4 | 1 |
| J••• M•••••••• W••••• dual registrant | F•••• I••••••••• S••••••• BD affiliated | San Antonio, Tx | Feb 3, 2025 | 11 y | 0 | 1 |
| D••••• T••••• W••••• dual registrant | F•••• I••••••••• S••••••• BD affiliated | Allen, Tx | Apr 4, 2025 | 10 y | 1 | 1 |
| C••••••••• S•••• W•••• dual registrant | F•••• I••••••••• S••••••• BD affiliated | San Antonio, Tx | Jun 10, 2024 | 26 y | 3 | 1 |
| Y••••• W••• Certified Financial Planner · dual registrant | F•••• I••••••••• S••••••• BD affiliated | Houston, Tx | Jan 26, 2022 | 42 y | 3 | 4 |
| T••••• M• W•••• Certified Financial Planner · dual registrant | F•••• I••••••••• S••••••• BD affiliated | San Antonio, Tx | Jan 30, 2023 | 26 y | 1 | 1 |
| B•••• S•••• W•••••••• dual registrant | F•••• I••••••••• S••••••• BD affiliated | Fort Worth, Tx | Jan 30, 2023 | 31 y | 1 | 1 |
| T•••••••• T••••••• W••••••••• dual registrant | F•••• I••••••••• S••••••• BD affiliated | Frisco, Tx | Jul 22, 2024 | 13 y | 2 | 1 |
| C•••• V••••• F•••••• W•••••• dual registrant | F•••• I••••••••• S••••••• BD affiliated | Bee Cave, Tx | Sep 11, 2024 | 41 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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