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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 | 2026-08-14 |
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 | 08/2026 | Present |
| Texas Capital Private Wealth Advisors | Dallas | TX | 08/2026 | Present |
| Texas Capital Bank | Dallas | TX | 05/2025 | 07/2026 |
| University Of Miami | Miami | FL | 08/2022 | 05/2026 |
| Pelham Middle School | Pelham | NY | 08/2016 | 08/2018 |
| Pelham Memorial Highschool | Pelham | NY | 09/2018 | 05/2022 |
| Hyrdroenviromental Solutions | Cronton Falls | NY | 05/2023 | 08/2023 |
| Ameriprise Financial | Tampa | FL | 05/2024 | 07/2024 |
Texas Capital Bank | Not Investment Related | 2000 McKinney Ave., Dallas, TX 75201 | Bank | Analyst | 08/03/2026 | 1hr/4hrs mos | Analyst
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-24 |
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