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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 | Sep 9, 2026 | n/a | yes | DALLAS, TX | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Apr 17, 2025 | Aug 11, 2026 | no | Plano, TX | Previous registration |
| MORGAN STANLEY | Wirehouse | Sep 30, 2022 | Apr 29, 2025 | no | Dallas, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | Aug 11, 2026 | Sep 9, 2026 | 29 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY | J.P. MORGAN SECURITIES LLC | Apr 29, 2025 | Apr 17, 2025 | -12 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:79:TX:2025-04-29 | Apr 29, 2025 | Apr 17, 2025 | DALLAS, TX | Firm change |