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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-04 |
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, N.A. | Dallas | TX | 08/2013 | Present |
| Raymond James Financial Services | Dallas | TX | 03/2015 | 12/2018 |
| Raymond James Financial Services Advisors Inc. | Dallas | TX | 06/2015 | 12/2018 |
| Chalice Capital Partners, Llc | San Diego | CA | 01/2019 | Present |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 01/2019 | Present |
1)Texas Capital Bank Private Wealth Advisors; 8/15/2013; Chief Investment Officer; Dallas, Texas; Yes, investment related; 180 hours per month; during all trading hours. Job description: Manage client assets, set strategy; write commentary; lead Investment Committee. 2) Parkland Hospital Pension Inv Comm. Start Date: 03/2015. Location: Dallas, Texas. Job title: Committee Member. Yes, investment-related. Number of hours per month devoted to other business: 3. Number of hours per month during trading hours: 0. Job description: Serve on Investment Committee. 3) Dallas Jewish Community Foundation. Start date: 07/2016. Job title: Investment Committee Member. Yes, investment-related. Number of hours per month devoted to other business: 2. Number of hours per month during trading hours: 0. Job description: Serve on investment committee.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-05-19 |
| S65 | Uniform Investment Adviser Law Examination | 2005-01-31 |
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