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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 2023-09-20
  • TX RA
    APPROVED
    Since 2023-09-20

Branch Locations

2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States

1330 Post Oak Blvd Suite 1500, Houston, TX 77056 • 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
Texas Capital Bank Houston TX 08/2023 Present
Unemployed Houston TX 05/2023 08/2023
Carroll High School Southlake TX 08/2016 08/2019
Tyler's Clothing Store Southlake TX 08/2017 12/2017
Unemployed Southlake TX 05/2019 08/2019
Southwestern University Georgetown TX 08/2019 05/2023
Texas Capital Bank Houston TX 06/2022 08/2022
  • 08/2023 → Present
    Texas Capital Bank
    Houston, TX
  • 05/2023 → 08/2023
    Unemployed
    Houston, TX
  • 08/2016 → 08/2019
    Carroll High School
    Southlake, TX
  • 08/2017 → 12/2017
    Tyler's Clothing Store
    Southlake, TX
  • 05/2019 → 08/2019
    Unemployed
    Southlake, TX
  • 08/2019 → 05/2023
    Southwestern University
    Georgetown, TX
  • 06/2022 → 08/2022
    Texas Capital Bank
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-26
  • S65 Uniform Investment Adviser Law Examination
    2023-08-26

View on SEC IAPD

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