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Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glynn Capital Advisors | Dallas | TX | 03/2026 | Present |
| Third Coast Bank | Dallas | TX | 04/2025 | Present |
| Woodforest National Bank | Dallas | TX | 05/2023 | 04/2025 |
| Afv Partners | Argyle | TX | 05/2022 | 05/2023 |
| At&T | Dallas | TX | 04/2020 | 05/2022 |
| At&T | Dallas | TX | 06/2017 | 04/2020 |
| Hsbc | Irving | TX | 05/2015 | 05/2017 |
1) THIRD COAST BANK; NON-INVESTMENT RELATED; 8235 DOUGLAS AVE, STE 810, DALLAS, TX 75225; CORPORATE BANKING; VICE PRESIDENT; 04/2025; APPROX. 160 HOURS PER MONTH, 7 HRS PER MONTH DURING TRADING HOURS; RELATIONSHIP MANAGEMENT, BUSINESS DEVELOPMENT, NEW LOAN ORIGINATION, PORTFOLIO MANAGEMENT AND ADMINISTRATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-21 |
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