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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-03 |
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 |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Dallas | TX | 03/2016 | 05/2021 |
| Truist Bank | Dallas | TX | 05/2021 | 02/2022 |
| Truist Investment Services, Inc. | Dallas | TX | 02/2022 | 04/2024 |
| Tcbi Securities | Dallas | TX | 04/2024 | Present |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 04/2024 | Present |
| Texas Capital Bank | Dallas | TX | 04/2024 | Present |
Texas Capital Bank; Investment-related; 2000 McKinney Ave., Ste. 1800, Dallas, TX; Private Client Advisor; started April 2024; 160 hours per month and 130 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-01 |
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