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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-02 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 10/2017 | 12/2018 |
| Houts Companies, Llc | Kansas City | MO | 06/2017 | 10/2017 |
| University Of Kansas | Lawrence | KS | 08/2012 | 05/2017 |
| Usaa | Dallas | TX | 07/2019 | 09/2019 |
| Grand Financial, Inc. | Addison | TX | 10/2019 | 02/2020 |
| Unemployed | Dallas | TX | 12/2018 | 07/2019 |
| Unemployed | Dallas | TX | 02/2020 | 04/2020 |
| Brg | Dallas | TX | 04/2020 | 08/2020 |
| Umb Bank | Kansas City | MO | 08/2020 | 06/2022 |
| Texas Capital Securities, Inc. | Dallas | TX | 07/2022 | Present |
| Texas Capital Bank | Dallas | TX | 07/2022 | Present |
- Texas Capital Bank - Not Investment Related - 2000 McKinney St. Dallas, Texas 75201 - Corporate Bank - Associate, Assistant Vice President, Financial Institutions Group - Associate in the Corporate Bank for the Financial Institutions Group - 07/2022 - 160+ hours per month - 6 hours per day - Duties are to be dually registered as part of the Corporate, Investment Bank of Texas Capital. I will do my duties as a corporate banker that is able to use my series 7 license in its capacity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-16 |
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