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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
745 East Mulberry Suite 400, San Antonio, TX 78212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | San Antonio | TX | 08/2016 | 12/2018 |
| Texas Capital Bank | San Antonio | TX | 07/2016 | Present |
| Raymond James Financial Services Advisors Inc. | San Antonio | TX | 08/2016 | 12/2018 |
| Chalice Capital Partners, Llc | San Diego | CA | 01/2019 | Present |
| Texas Capital Bank Private Wealth Advisors | San Antonio | TX | 01/2019 | Present |
Texas Capital Bank Private Wealth Advisors; San Antonio, Texas Start Date: 1/1/2019 Title: Investment Advisor 160+ hours per month; 160+ hours per month during trading hours; Yes, investment related. Job Duties: Manage investments for San Antonio clients of Texas Capital Bank Private Wealth Advisors RIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-29 |
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