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Marc Anthony Dunbar

Texas Capital Bank Private Wealth Advisors

Dallas, TX

Austin, 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 2023-11-16
  • TX RA
    APPROVED
    Since 2023-11-16

Branch Locations

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

98 San Jacinto Blvd Suite 200, Austin, TX 78701 • 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
Daniel A Dunbar D.M.D Saint Louis MO 09/2000 07/2020
Texas Christian University Fort Worth TX 08/2012 05/2017
Axa Advisors, Llc Austin TX 07/2017 11/2017
Texas Capital Bank Private Wealth Advisors Austin TX 07/2023 Present
Texas Capital Bank Austin TX 07/2023 Present
Northern Trust Austin TX 05/2022 07/2023
Northern Trust Austin TX 10/2020 05/2022
Northern Trust Austin TX 01/2018 10/2020
  • 09/2000 → 07/2020
    Daniel A Dunbar D.M.D
    Saint Louis, MO
  • 08/2012 → 05/2017
    Texas Christian University
    Fort Worth, TX
  • 07/2017 → 11/2017
    Axa Advisors, Llc
    Austin, TX
  • 07/2023 → Present
    Texas Capital Bank Private Wealth Advisors
    Austin, TX
  • 07/2023 → Present
    Texas Capital Bank
    Austin, TX
  • 05/2022 → 07/2023
    Northern Trust
    Austin, TX
  • 10/2020 → 05/2022
    Northern Trust
    Austin, TX
  • 01/2018 → 10/2020
    Northern Trust
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-06
S63 Uniform Securities Agent State Law Examination 2017-09-21
  • S65 Uniform Investment Adviser Law Examination
    2023-10-06
  • S63 Uniform Securities Agent State Law Examination
    2017-09-21

View on SEC IAPD

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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
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KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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