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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-06 |
Branch Locations
300 Throckmorton Ste 200, Fort Worth, TX 76102 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley | Fort Worth | TX | 10/2012 | 01/2020 |
| Morgan Stanley Private Bank, N.A. | Fort Worth | TX | 10/2012 | 01/2020 |
| Wells Fargo Clearing Services | Fort Worth | TX | 01/2020 | 10/2021 |
| Texas Capital Bank Private Wealth Advisors | Fort Worth | TX | 11/2022 | Present |
| Texas Capital Bank | Fort Worth | TX | 11/2022 | Present |
| Pnc Private Bank | Fort Worth | TX | 10/2021 | 11/2022 |
| Tcbi Securities | Fort Worth | TX | 03/2023 | Present |
Texas Capital Bank; Investment-related; 300 Throckmorton, Ste. 200, Fort Worth TX; Private Banker; started October 2022; 160 hours per month and 130 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-06 |
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