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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 | May 3, 2024 | n/a | yes | DALLAS, TX | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Jun 21, 2022 | Apr 15, 2024 | no | DALLAS, TX|DALLAS, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 14, 2016 | Dec 31, 2016 | no | Dallas, TX|FORT WORTH, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 10, 2015 | Oct 6, 2015 | no | MINNEAPOLIS, MN|FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | Apr 15, 2024 | May 3, 2024 | 18 | Firm change | Ibd to RIA |
| WELLS FARGO ADVISORS | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Jun 21, 2022 | 1,998 | Firm change after gap | Wirehouse to ibd |