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Texas Capital Bank Private Wealth Advisors CRD 298422
$4.19B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-04 |
Branch Locations
98 San Jacinto Boulevard, Suite 200, Austin, TX 78701 • 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 |
|---|---|---|---|---|
| Texas Tech University | Lubbock | TX | 08/2019 | 05/2024 |
| Texas Capital Bank | Austin | TX | 08/2024 | Present |
| Texas Capital Bank Private Wealth Advisors | Austin | TX | 08/2024 | Present |
| Friendswood Highscool | Friendswood | TX | 08/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-13 |
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