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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-04 |
Branch Locations
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • 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 | Austin | TX | 01/2016 | 08/2021 |
| Bbva Securities Inc | Frisco | TX | 02/2016 | 08/2021 |
| Bbva Wealth Solutions Inc. | Frisco | TX | 02/2016 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 01/2016 | 08/2021 |
| Pnc Investments | Frisco | TX | 08/2021 | 06/2022 |
| Texas Capital Bank | Dallas | TX | 06/2022 | Present |
| Texas Capital Bank Securities | Dallas | TX | 06/2022 | Present |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 06/2022 | Present |
WORLD AFFAIRS COUNCIL - DFW, Position-Board Member, non-investment related, 325 N Paul Street, Suite 4200, Dallas, Texas, 75201, Started 9/1/2023, 1-3 hours a month, 1 hour a month during trading hours WRANGLER PRINTS LLC; the company prints tee-shirts - non-investment-related; 12363 Red Hawk Dr, Frisco, TX; Partner; started March, 2023; 2 hours per month and 2 hours during trading hours. WRAP WRANGLERS LLC; the company wraps cars with seals or advertising - non-investment-related; 12363 Red Hawk Dr, Frisco, TX; Partner; started March, 2023; 2 hours per month and 2 hours during trading hours. SPORTS CARD WRANGLERS - POSITION: Co-Owner NATURE: Online purchasing and selling of sports collectibles. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 - ADDRESS: 1250 Bowie Lane, Frisco TX 75033, United States -DESCRIPTION: Co-Owner. Buying and selling sports collectibles. University of North Texas-Advisory Board-Non Investment Related, Address 1155 Union Circle, Denton, Texas, 76203 Nature: Advisory Board Member of Finance School, Number of hours: 1-2/month, 0 during trading hours, Start Date 2/1/23 University of Texas-McCombs Business School Advisory Board, Non-Investment Related, Address 2110 Speedway, Austin, Texas, 78705 Nature: Advisory Board Member McCombs Business School, Number of hours 1-2 month, 0 during trading hours, Start date 2/1/23 TEXAS CAPITAL BANK -Position Head of Private Wealth -Address 2000 McKinney Ave, Dallas, Texas, 75201-Start date 6/2022-160 hours a month-During Securities hours 130 hours a month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-31 |
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