Inactive

Nancy Dana Champion

Texas Capital Bank Private Wealth Advisors

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Current Employers

Texas Capital Bank Private Wealth Advisors

2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-08-13

TX RA
APPROVED

Since 2021-08-13

Branch Locations

2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • 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

Organization	City	State	From	To
Lee Financial Company, Llc	Dallas	TX	01/2014	02/2017
Texas Capital Bank Private Wealth Advisors	Dallas	TX	08/2021	Present
Texas Capital Bank	Dallas	TX	08/2021	Present
Northern Trust	Dallas	TX	05/2019	07/2021
Independent Financial	Dallas	TX	02/2017	05/2019

01/2014 → 02/2017

Lee Financial Company, Llc

Dallas, TX
08/2021 → Present

Texas Capital Bank Private Wealth Advisors

Dallas, TX
08/2021 → Present

Texas Capital Bank

Dallas, TX
05/2019 → 07/2021

Northern Trust

Dallas, TX
02/2017 → 05/2019

Independent Financial

Dallas, TX

Previous Registrations

2014-04-11 → 2017-06-22

Lee Financial Company, Llc

Dallas, TX

Designations

Other Names

Nancy Kopper Champion
Nancy Dana Kopper

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC

7TH HARVEST INVESTMENTS

ADVISOR RESOURCE COUNCIL

PRIME SENTRY WEALTH MANAGEMENT LLC

OPENAIR FINANCIAL, LLC

GENEOS WEALTH MANAGEMENT, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY

Samuel James Perry

Michael Charles Perry

CHESTER ANDERSON

THOMAS MARC YOUNG

RYAN YANCY MULLIN

Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX

7TH HARVEST INVESTMENTS · DALLAS, TX

ADVISOR RESOURCE COUNCIL · Dallas, TX

PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX

OPENAIR FINANCIAL, LLC · Dallas, TX

GENEOS WEALTH MANAGEMENT, INC. · Addison, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX

KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

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