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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 | Apr 18, 2025 | n/a | yes | DALLAS, TX | Current employment |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Aug 14, 2018 | Aug 18, 2023 | no | FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | Aug 18, 2023 | Apr 18, 2025 | 609 | Firm change after gap | Ibd to RIA |