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Current Employers
Texas Capital Bank Private Wealth Advisors

2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-19
  • TX RA
    APPROVED
    Since 2023-01-19

Branch Locations

2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Dallas TX 06/2013 08/2018
Invesco Real Estate Dallas TX 08/2018 09/2020
Lurin Capital Dallas TX 11/2020 12/2021
Cardinal Residential Dallas TX 12/2021 08/2022
Texas Capital Bank Private Wealth Advisors Dallas TX 12/2022 Present
Texas Capital Bank Dallas TX 12/2022 Present
Unemployed Dallas TX 09/2022 12/2022
  • 06/2013 → 08/2018
    Citigroup
    Dallas, TX
  • 08/2018 → 09/2020
    Invesco Real Estate
    Dallas, TX
  • 11/2020 → 12/2021
    Lurin Capital
    Dallas, TX
  • 12/2021 → 08/2022
    Cardinal Residential
    Dallas, TX
  • 12/2022 → Present
    Dallas, TX
  • 12/2022 → Present
    Texas Capital Bank
    Dallas, TX
  • 09/2022 → 12/2022
    Unemployed
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-19
S63 Uniform Securities Agent State Law Examination 2013-08-15
  • S65 Uniform Investment Adviser Law Examination
    2023-01-19
  • S63 Uniform Securities Agent State Law Examination
    2013-08-15

View on SEC IAPD

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