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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Albuquerque | NM | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Albuquerque | NM | 11/2016 | 05/2023 |
| Texas Capital Wealth Private Advisors | Dallas | TX | 05/2023 | 06/2024 |
| Texas Capital Bank | Dallas | TX | 05/2023 | 06/2024 |
| Tcbi Securities | Dallas | TX | 05/2023 | 06/2024 |
| Unemployed | Wimberley | TX | 06/2024 | 08/2024 |
| Hilltop Securities Inc. | Houston | TX | 08/2024 | 04/2025 |
| Ameriprise Financial Services, Llc | Austin | TX | 04/2025 | 10/2025 |
| Truist Investment Services, Inc. | Austin | TX | 11/2025 | Present |
| Truist Advisory Services, Inc. | Austin | TX | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-18 |
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