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

Oct 21, 2004earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65|S63

First exam

Jan 31, 2005

First registration

Oct 21, 2004

Dual registered

no

Other names

STEVE ORR|JAMES ORR

IAPD individual key

1589436

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8dee8f54-af55-80f9-57ba-561f75c89e90

First observed

Oct 21, 2004

Last observed

Sep 14, 2026 7 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.