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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 19, 2024 | n/a | yes | DALLAS, TX | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | May 18, 2023 | Apr 2, 2024 | no | FORT WORTH, TX|DALLAS, TX|TARPON SPRINGS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | Apr 2, 2024 | Apr 19, 2024 | 17 | Firm change | Wirehouse to RIA |