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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-27 |
Branch Locations
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-02 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2020 | 01/2021 |
| Pepsi Co | Fort Worth | TX | 12/2016 | 12/2019 |
| John Peter Smith Hospital | Fort Worth | TX | 11/2015 | 12/2016 |
| Fidelity Investments | Westlake | TX | 04/2021 | 05/2022 |
| Texas Wesleyan University | Fort Worth | TX | 01/2020 | 01/2021 |
| Citigroup | Irving | TX | 05/2022 | 05/2023 |
| Texas Capital Wealth Private Advisors | Dallas | TX | 05/2023 | 08/2026 |
| Texas Capital Bank | Dallas | TX | 05/2023 | 08/2026 |
| Tcbi Securities | Dallas | TX | 05/2023 | 08/2026 |
| Truist Investment Services, Inc | Dallas | TX | 08/2026 | Present |
| Truist Advisory Services, Inc | Dallas | TX | 08/2026 | Present |
Texas Capital Bank; Investment-related; 2000 McKinney Ave., Ste. 1800, Dallas, TX; Client Service Associate; started May 2023; 160 hours per month and 130 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-16 |
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