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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-19 |
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 |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 03/2016 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 07/2018 | 05/2022 |
| Texas Capital Bank Private Wealth Advisors | Fort Worth | TX | 05/2022 | Present |
| Texas Capital Bank | Fort Worth | TX | 05/2022 | Present |
| Tcbi Securities | Fort Worth | TX | 02/2023 | Present |
Texas Capital Bank; Investment-related; 300 Throckmorton, Ste. 200, Fort Worth TX; Client Service Associate; started May 2022; 160 hours per month and 130 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-09 |
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