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Advisor at TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
DALLAS, TX | FORT WORTH, 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 | Sep 1, 2021 | n/a | yes | DALLAS, TX|FORT WORTH, TX | Current employment |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Aug 24, 2018 | May 7, 2021 | no | Fort Worth, TX | Previous registration |
| COMERICA SECURITIES | Former SEC adviser | Jul 29, 2015 | Aug 6, 2018 | no | FORT WORTH, TX|DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | May 7, 2021 | Sep 1, 2021 | 117 | Firm change | Ibd to RIA |
| COMERICA SECURITIES | PNC MANAGED ACCOUNT SOLUTIONS, INC. | Aug 6, 2018 | Aug 24, 2018 | 18 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110476:298422:TX:2021-05-07 | May 7, 2021 | Sep 1, 2021 | FORT WORTH, TX | Firm change |