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Mitchell Cayman Hubbard

Texas Capital Bank Private Wealth Advisors

Dallas, TX

CRD 7506737

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Employer firm

Texas Capital Bank Private Wealth Advisors CRD 298422

$4.19B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Texas Capital Bank Private Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-12
  • TX RA
    APPROVED
    Since 2022-04-12

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
Texas Capital Bank Dallas TX 08/2021 Present
Texas Capital Bank Private Wealth Advisors Dallas TX 08/2021 Present
University Of Oklahoma Norman TX 09/2017 05/2021
T-Mobile Frisco TX 05/2020 08/2020
Emerge Technologies Coppell TX 05/2019 08/2019
Medi-Dyne Colleyville TX 05/2018 09/2018
Medi-Dyne Colleyville TX 05/2017 08/2017
Colleyville Isd Colleyville TX 01/2012 05/2017
  • 08/2021 → Present
    Texas Capital Bank
    Dallas, TX
  • 08/2021 → Present
    Dallas, TX
  • 09/2017 → 05/2021
    University Of Oklahoma
    Norman, TX
  • 05/2020 → 08/2020
    T-Mobile
    Frisco, TX
  • 05/2019 → 08/2019
    Emerge Technologies
    Coppell, TX
  • 05/2018 → 09/2018
    Medi-Dyne
    Colleyville, TX
  • 05/2017 → 08/2017
    Medi-Dyne
    Colleyville, TX
  • 01/2012 → 05/2017
    Colleyville Isd
    Colleyville, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-12
  • S65 Uniform Investment Adviser Law Examination
    2022-04-12

View on SEC IAPD

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