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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-26 |
Branch Locations
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-12 |
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