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Joseph Robert Gallardo

Texas Capital Bank Private Wealth Advisors

Austin, TX

Dallas, TX

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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 2024-08-27
  • TX RA
    APPROVED
    Since 2024-08-27

Branch Locations

98 San Jacinto Boulevard, Suite 200, Austin, TX 78701 • United States

2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • 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 Private Wealth Austin TX 06/2024 Present
Texas Capital Bank Austin TX 06/2024 Present
Visa Inc. Austin TX 06/2021 06/2024
Full Time Education El Paso TX 06/2014 05/2021
Strategic Wealth El Paso TX 05/2018 08/2018
Gallardo & Gallardo El Paso TX 12/2018 01/2019
Strategic Wealth El Paso TX 06/2019 08/2019
  • 06/2024 → Present
    Texas Capital Bank Private Wealth
    Austin, TX
  • 06/2024 → Present
    Texas Capital Bank
    Austin, TX
  • 06/2021 → 06/2024
    Visa Inc.
    Austin, TX
  • 06/2014 → 05/2021
    Full Time Education
    El Paso, TX
  • 05/2018 → 08/2018
    Strategic Wealth
    El Paso, TX
  • 12/2018 → 01/2019
    Gallardo & Gallardo
    El Paso, TX
  • 06/2019 → 08/2019
    Strategic Wealth
    El Paso, TX
Other Businesses

Andy Roddick Foundation | Leadership Council | 04/28/2026 | 10 hours yearly | $0.00 USD

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-26
  • S65 Uniform Investment Adviser Law Examination
    2024-08-26
Other Names
  • Jojo Gallardo

View on SEC IAPD

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HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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