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Account
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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
7373 Broadway Suite #107, San Antonio, TX 78209 • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 10/2012 | 08/2022 |
| Bank Of America, N.A. | San Antonio | TX | 02/2013 | 08/2022 |
| Texas Capital Bank Private Wealth Advisors | San Antonio | TX | 08/2022 | Present |
| Texas Capital Bank | San Antonio | TX | 08/2022 | Present |
| Tcbi Securities | San Antonio | TX | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-29 |
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