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William Robinson Wagner

Texas Capital Bank Private Wealth Advisors

Dallas, TX

Houston, TX

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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 2022-12-06
  • TX RA
    APPROVED
    Since 2022-12-06

Branch Locations

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

1330 Post Oak Blvd, Suite 1500, Houston, TX 77056 • 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
Salient Partners, L.P. Houston TX 07/2012 11/2022
Salient Capital Advisors, Llc Houston TX 07/2012 11/2022
Endowment Advisers, L.P. Houston TX 07/2012 03/2021
Salient Advisors, L.P. Houston TX 07/2012 11/2022
Salient Private Client, Llc Houston TX 08/2017 07/2018
Texas Capital Bank Private Wealth Advisors Houston TX 11/2022 Present
Texas Capital Bank Houston TX 11/2022 Present
  • 07/2012 → 11/2022
    Salient Partners, L.P.
    Houston, TX
  • 07/2012 → 11/2022
    Salient Capital Advisors, Llc
    Houston, TX
  • 07/2012 → 03/2021
    Endowment Advisers, L.P.
    Houston, TX
  • 07/2012 → 11/2022
    Salient Advisors, L.P.
    Houston, TX
  • 08/2017 → 07/2018
    Salient Private Client, Llc
    Houston, TX
  • 11/2022 → Present
    Texas Capital Bank Private Wealth Advisors
    Houston, TX
  • 11/2022 → Present
    Texas Capital Bank
    Houston, TX
Previous Registrations
  • 2013-05-13 → 2022-11-18
    Salient Advisors, L.P.
    Dallas, TX
  • 2012-09-25 → 2022-11-18
    Salient Capital Advisors, Llc
    Houston, TX
  • 2013-05-13 → 2021-03-01
    Cypress Creek Partners
    Austin, TX
  • 2017-08-11 → 2018-07-26
    Hightower Private Client
    Houston, TX
  • 2013-05-13 → 2015-10-27
    Integrity Capital, Llc
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-24
  • S65 Uniform Investment Adviser Law Examination
    2012-09-24
Other Names
  • Rob Wagner

View on SEC IAPD

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Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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