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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Capital Bank | Houston | TX | 09/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Houston | TX | 06/2018 | 12/2018 |
| Texas Capital Bank Private Wealth Advisors | Houston | TX | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-16 |
| S66 | Uniform Combined State Law Examination | 2017-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-23 |
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