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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-04 |
Branch Locations
1331 Post Oak Boulevard Suite 1500, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Trust Company | Houston | TX | 07/2014 | 06/2017 |
| Raymond James Financial Services, Inc. | Houston | TX | 06/2017 | 12/2018 |
| Texas Capital Bank | Houston | TX | 06/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Houston | TX | 09/2017 | 12/2018 |
| Kingswood Capital Partners, Llc | San Diego | CA | 01/2019 | 06/2023 |
| Texas Capital Bank Private Wealth Advisors | Houston | TX | 01/2019 | Present |
| Tcbi Securities | Dallas | TX | 06/2023 | Present |
Texas Capital Bank Private Wealth Advisors. 06/28/2017. Investment Advisor. Houston, TX. 160 Hrs per month. Salary. 160 hrs during trading hours. Securites related. Advise clients on investment goals.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-25 |
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