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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-16 |
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 |
|---|---|---|---|---|
| Texas Capital Bank | Dallas | TX | 06/2023 | Present |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 07/2024 | Present |
| Bankfirst Financial Services | Starkville | MS | 08/2022 | 05/2023 |
| Bankfirst Financial Services | Starville | MS | 02/2022 | 08/2022 |
| Bankfirst Financial Services | Columbus | MS | 09/2020 | 02/2022 |
| Fl Crane & Sons | Fulton | MS | 05/2017 | 08/2017 |
| Hendrix College | Conway | MS | 08/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-08 |
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