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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-12 |
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 |
|---|---|---|---|---|
| Colleyville Baseball Association | Colleyville | TX | 09/2014 | 08/2017 |
| Full-Time Education | Norman | OK | 08/2017 | 05/2018 |
| Prime Therapeutics | Minneapolis | MN | 05/2018 | 08/2018 |
| Full-Time Education | Norman | OK | 08/2018 | 05/2019 |
| Ntso Umpires | Little Elm | TX | 05/2019 | 08/2019 |
| Full-Time Education | Norman | OK | 08/2019 | 01/2020 |
| Northwestern Mutual | Fort Worth | TX | 01/2020 | 06/2020 |
| Uemployed | Colleyville | TX | 06/2020 | 08/2020 |
| Full-Time Education | Norman | OK | 08/2020 | 05/2021 |
| Unemployed | Colleyville | TX | 05/2021 | 06/2021 |
| Fidelity Investments | Westlake | TX | 06/2021 | 03/2023 |
| Stifel, Nicolaus & Company, Incorporated | Mckinney | TX | 03/2023 | 05/2024 |
| Texas Capital Bank | Dallas | TX | 05/2024 | Present |
| Tcbi Securities | Dallas | TX | 05/2024 | Present |
The name of the other business: Texas Capital Bank Whether the business is investment-related: Yes The address of the other business: 2000 McKinney Avenue, Suite 700 Dallas, TX 75201 The nature of the other business: Financial Services Firm Your position: Associate, Investment Bank Associate II, Corporate Title, or relationship with the other business: Associate, Investment Bank Associate II, Corporate The start date of your relationship: 5/31/2024 The approximate number of hours/month you devote to the other business: 216.5 The number of hours you devote to the other business during securities trading hours: 140 and briefly describe your duties relating to the other business: Associate, Investment Bank Associate II, Corporate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-20 |
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