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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-16 |
Branch Locations
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Financial | Gilbert | AZ | 02/2016 | Present |
| Compass Bank | Birmingham | AL | 05/2017 | Present |
| Bbva Securities Inc. | Chandler | AZ | 06/2017 | Present |
| Bbva Compass Insurance Agency Inc | Austin | TX | 06/2017 | 06/2024 |
| Bbva Wealth Solutions Inc. | Chandler | AZ | 06/2017 | Present |
| Tcbi Securities | Dallas | TX | 06/2024 | Present |
| Texas Capital Bank | Dallas | TX | 06/2024 | Present |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 06/2024 | Present |
Texas Capital Bank - Yes investment related - 2000 McKinney Ave Ste 1800, Dallas, TX 75201 - Insurance Strategist - June 2024 - 160hrs/mo - 130hrs/mo during trading hrs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-10-25 |
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