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Texas Capital Bank Private Wealth Advisors CRD 298422
$4.19B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Capital Bank | Dallas | TX | 06/2026 | Present |
| Security National Bank | Dallas | TX | 02/2025 | 06/2026 |
| Pnc Bank | Irving | TX | 09/2024 | 01/2025 |
| Team | Dallas | TX | 05/2023 | 05/2025 |
| Angel Reyes And Associates | Dallas | TX | 05/2022 | 07/2024 |
| Chase Bank | Irving | TX | 12/2019 | 05/2022 |
| Inmotion Entertainment | Dallas | TX | 05/2019 | 12/2019 |
| Hmshost | Dallas | TX | 06/2018 | 05/2019 |
| Fry's Electronics | Irving | TX | 10/2017 | 05/2018 |
| Inmotion Entertainment | Dallas | TX | 02/2017 | 10/2017 |
| Paradies Lagardere | Dallas | TX | 12/2016 | 02/2017 |
| Hmshost | Dallas | TX | 06/2016 | 12/2016 |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
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