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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 2022-11-07
  • TX RA
    APPROVED
    Since 2022-11-07

Branch Locations

1330 Post Oak Blvd Suite 1500, Houston, TX 77056 • United States

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
Bank Of America Houston TX 07/2015 09/2022
Texas Capital Bank Private Wealth Advisors Houston TX 10/2022 Present
Texas Capital Bank Houston TX 10/2022 Present
Other Businesses

Txcel Data Consulting, LLC; NOT investment related; Houston, TX; Started 9-5-2024; 10 hours per week; $10,000 Quarterly; Owner

Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Houston, TX

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