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Advisor at TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | Independent wealth | Jul 23, 2026 | n/a | yes | DALLAS, TX | Current employment |
| CAVANAL HILL INVESTMENT MANAGEMENT, INC. | Other adviser | Oct 30, 2024 | Jul 10, 2026 | no | TULSA, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAVANAL HILL INVESTMENT MANAGEMENT, INC. | TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | Jul 10, 2026 | Jul 23, 2026 | 13 | Firm change | Other |