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Advisor at TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
HOUSTON, 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 | Jan 4, 2019 | n/a | yes | HOUSTON, TX | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jun 11, 2018 | Dec 31, 2018 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | Dec 31, 2018 | Jan 4, 2019 | 4 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:298422:TX:2018-12-31 | Dec 31, 2018 | Jan 4, 2019 | HOUSTON, TX | Firm change |