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.

Current firm

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

May 9, 2016

First registration

Sep 22, 2017

Dual registered

yes, broker-dealer

Other names

SHAINA DENISE BUEGELER

IAPD individual key

6627850

• Occurred

  May 10, 2022
  Advisor changed firm

  Shaina Buegeler left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Texas Capital Bank Private Wealth Advisors (registered 2022-05-19)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:36e29db7-a5e1-03b3-42ea-8b39743833bf

First observed

Sep 22, 2017

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.