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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-31 |
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 |
|---|---|---|---|---|
| 1St Global Capital Corp. | Dallas | TX | 12/2014 | 10/2019 |
| Avantax Advisory Services | Dallas | TX | 10/2019 | 02/2021 |
| Avantax Investment Services, Inc. | Dallas | TX | 10/2019 | 02/2021 |
| Purshe Kaplan Sterling Investment | Albany | NY | 02/2021 | 07/2021 |
| Pks Advisory | Albany | NY | 05/2021 | 07/2021 |
| Hilltop Securities Inc. | Dallas | TX | 08/2021 | 04/2022 |
| Texas Capital Bank | Dallas | TX | 04/2022 | Present |
| Tcbi Securities | Dallas | TX | 04/2022 | Present |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 01/2023 | Present |
1) Texas Capital Bank, Yes, Investment Related, 2000 McKinney Ave., Suite 700 Dallas, Tx 75201, Operations Manager, 04/2022, start date 5 hours per month, 5 hours per month during trading hours 2) Tip of the Spear Landmine Removal, Not Investment Related, 5568 Woodbine Rd. PMB#385, Pace, Florida 32571, Landmine Removal, CFO, 06/2023 start date, 8-10 hours per week during non-trading hours 3) CMason Holdings LLC | Not Invesment Related | 6900 Amethyst Lane Plano, TX | Affiliate Marketing, Sales, Short Term RE Rental | Owner | Managing Member | 03/2024 | 60hrs/mo | During non-business hours. 4) Uber Technologies Inc | Not Investment Related | 1515 3rd Street San Francisco, CA 94158 | Food delivery | Driver | 11/2023 | 10 hours/mo | During non-business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-19 |
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