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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 | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-26 |
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