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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-01 |
Branch Locations
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
300 Throckmorton Street Suite 200, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc | Fort Worth | TX | 08/2018 | 07/2021 |
| Compass Bank | Birmingham | AL | 08/2018 | 07/2021 |
| Comerica Securities, Inc. | Fort Worth | TX | 01/2015 | 08/2018 |
| Comerica Bank | Fort Worth | TX | 10/2014 | 08/2018 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 08/2018 | 07/2021 |
| Bbva Wealth Solutions, Inc. | Fort Worth | TX | 08/2018 | 07/2021 |
| Kingswood Capital Partners, Llc | Fort Worth | TX | 07/2021 | 06/2023 |
| Texas Capital Bank Private Wealth Advisors | Fort Worth | TX | 07/2021 | Present |
| Texas Capital Bank | Fort Worth | TX | 07/2021 | Present |
| Tcbi Securities | Dallas | TX | 06/2023 | Present |
Texas Capital Bank Investment related 300 Throckmorton Street, Suite 200; Fort Worth, TX 76102 Private Banking and sales Private Wealth Advisor Executive Director 07/2021 160 160 Sales of credit, deposits and investment services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-17 |
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