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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 2023-10-11
  • TX RA
    APPROVED
    Since 2023-10-11

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
Wright Asphalt Houston TX 05/2018 08/2018
Wilchester Swim Club Houston TX 05/2015 06/2019
Stratford High School Houston TX 08/2015 08/2019
Memorial Drive Umc Houston TX 05/2020 07/2020
Dunlap Marketing Houston TX 05/2021 08/2021
Texas Capital Bank Houston TX 05/2022 07/2022
Texas A&M University College Station TX 08/2019 08/2023
Texas Capital Bank Houston TX 08/2023 Present
  • 05/2018 → 08/2018
    Wright Asphalt
    Houston, TX
  • 05/2015 → 06/2019
    Wilchester Swim Club
    Houston, TX
  • 08/2015 → 08/2019
    Stratford High School
    Houston, TX
  • 05/2020 → 07/2020
    Memorial Drive Umc
    Houston, TX
  • 05/2021 → 08/2021
    Dunlap Marketing
    Houston, TX
  • 05/2022 → 07/2022
    Texas Capital Bank
    Houston, TX
  • 08/2019 → 08/2023
    Texas A&M University
    College Station, TX
  • 08/2023 → Present
    Texas Capital Bank
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-25
  • S65 Uniform Investment Adviser Law Examination
    2023-09-25

View on SEC IAPD

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