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Current Employers
Texas Capital Bank Private Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-26
  • TX RA
    APPROVED
    Since 2022-09-26

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
OrganizationCityStateFromTo
Bbva Securities Inc Dallas TX 10/2017 08/2022
Compass Bank Birmingham AL 08/2017 08/2022
Chase Bank Irving TX 03/2016 08/2017
Bbva Wealth Solutions Inc. Dallas TX 11/2017 08/2022
Bbva Compass Insurance Agency, Inc. Austin TX 11/2017 08/2022
Texas Capital Bank Private Wealth Advisors Dallas TX 08/2022 Present
Texas Capital Bank Dallas TX 08/2022 Present
Tcbi Securities Dallas TX 02/2023 Present
  • 10/2017 → 08/2022
    Bbva Securities Inc
    Dallas, TX
  • 08/2017 → 08/2022
    Compass Bank
    Birmingham, AL
  • 03/2016 → 08/2017
    Chase Bank
    Irving, TX
  • 11/2017 → 08/2022
    Bbva Wealth Solutions Inc.
    Dallas, TX
  • 11/2017 → 08/2022
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 08/2022 → Present
    Dallas, TX
  • 08/2022 → Present
    Texas Capital Bank
    Dallas, TX
  • 02/2023 → Present
    Tcbi Securities
    Dallas, TX
Previous Registrations
  • 2017-11-09 → 2021-05-07
    Pnc Managed Account Solutions, Inc.
    Dallas, TX
  • 2012-12-11 → 2016-03-30
    Dallas, TX
    Sugar Land, TX
    Dallas, TX
    Dallas, TX
    Dallas, TX
  • 2011-01-03 → 2011-03-21
    Addison, TX
  • 2009-12-03 → 2011-01-03
    Wells Fargo Investments, Llc
    Addison, TX
  • 2006-10-18 → 2009-12-07
    Addison, TX
    Addison, TX
  • 2002-04-10 → 2006-07-27
    Chase Investment Services Corp.
    Plano, TX
    Plano, TX
Other Businesses

Texas Capital Bank; Investment-related; 2000 McKinney Ave., Ste. 1800, Dallas, TX; Private Client Advisor; started August 2022; 160 hours per month and 130 hours during trading hours. David Sirna, April 2002, Insurance sales/services. City, TX. 1-3 hours per month. Commissions. 1-3 hours during trading hours. Not securities related. Sales and servicing Fixed insurance products which include term insurance, LTC, whole life, universal life - all fixed and indexed. Aspire; No; 3000 Pegasus Dr Ste 702 Dallas, TX 75247; Adult and children's education and literacy; board member; Sept 2019; 5; 0; serve on the board

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-12
  • S66 Uniform Combined State Law Examination
    2000-10-12
Other Names
  • David Anthony Sirna
  • David Sirna

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