Best Investors Account Sign in
Current Employers
Texas Capital Bank Private Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-17
  • TX RA
    APPROVED
    Since 2025-09-17

Branch Locations

2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • 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
Texas Capital Bank Dallas TX 05/2024 08/2024
Texas Capital Bank Private Wealth Advisors Dallas TX 08/2025 Present
Winnow Wealth Waco TX 05/2022 08/2022
D1 Waco Waco TX 07/2019 07/2020
Baylor University Waco TX 07/2021 07/2025
Midway High School Waco TX 07/2017 05/2021
Midway Middle School Waco TX 07/2015 07/2017
Texas Capital Bank Dallas TX 08/2025 Present
Tcbi Securities Dallas TX 03/2026 Present
  • 05/2024 → 08/2024
    Texas Capital Bank
    Dallas, TX
  • 08/2025 → Present
    Dallas, TX
  • 05/2022 → 08/2022
    Winnow Wealth
    Waco, TX
  • 07/2019 → 07/2020
    D1 Waco
    Waco, TX
  • 07/2021 → 07/2025
    Baylor University
    Waco, TX
  • 07/2017 → 05/2021
    Midway High School
    Waco, TX
  • 07/2015 → 07/2017
    Midway Middle School
    Waco, TX
  • 08/2025 → Present
    Texas Capital Bank
    Dallas, TX
  • 03/2026 → Present
    Tcbi Securities
    Dallas, TX
Other Businesses

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, DALLAS, TEXAS, 75201 the nature of the other business; BANKING / WEALTH MGMT your position; ANALYST title, or relationship with the other business; ANALYST the start date of your relationship; 07/2025 the approximate hours worked per "month" for Bank during normal business hours; 260 the number of "hours worked per "month" for Bank during "trading hours; 260 and briefly describe your duties relating to the other business; Wealth Management and Banking Analyst the name of the other business; ESPN whether the business is investment-related; NO the address of the other business; N/A the nature of the other business; SPORTS COMMENTATING your position; COLOR COMMENTATOR title, or relationship with the other business; COLOR COMMENTATOR the start date of your relationship; 02/2026 the approximate number of hours/month you devote to the other business; 6 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; COMMENTATE BIG 12 BASEBALL GAMES

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-05-12
S65 Uniform Investment Adviser Law Examination 2025-09-17
  • S63 Uniform Securities Agent State Law Examination
    2026-05-12
  • S65 Uniform Investment Adviser Law Examination
    2025-09-17
Other Names
  • Cort Dean Castle

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor