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Account
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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
Branch Locations
1330 Post Oak Blvd. Suite 1700, Houston, TX 77056 • 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 Capital Bank | Houston | TX | 10/2025 | Present |
| Texas Capital Bank Private Wealth Advisors | Houston | TX | 02/2026 | Present |
| Frost Bank | Houston | TX | 06/2020 | 10/2025 |
| Plains Capital Bank | Houston | TX | 03/2019 | 02/2020 |
| White House Black Market | Houston | TX | 01/2018 | 08/2019 |
| Pls Financial Services | Houston | TX | 09/2017 | 01/2018 |
| Houston Community College | Houston | TX | 01/2020 | 12/2022 |
| Chick-Fil-A | Houston | TX | 06/2017 | 09/2017 |
| Genesys | Houston | TX | 11/2016 | 06/2017 |
| Unemployed | Houston | TX | 02/2016 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-02 |
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