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Texas Capital Bank Private Wealth Advisors CRD 298422
$4.19B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-10 |
Branch Locations
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
98 San Jacinto Boulevard Suite 200, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Capital Bank Private Wealth Advisors | Austin | TX | 05/2021 | Present |
| Northern Trust | Austin | TX | 12/2012 | 05/2021 |
| Texas Capital Bank | Austin | TX | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-09 |
| S66 | Uniform Combined State Law Examination | 2007-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-21 |
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