DFX Intelligence
Advisors
Advisors registered through Texas Capital Bank Private Wealth Advisors
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Hayden Lance Williams | Texas Capital Bank Private Wealth Advisors independent RIA | Dallas, Tx | Dec 14, 2022 | 14 y | 0 | 1 |
| Christopher Woods dual registrant | Texas Capital Bank Private Wealth Advisors independent RIA | Dallas, Tx | Apr 19, 2024 | 18 y | 1 | 1 |
| Gregory Gail Yokum | Texas Capital Bank Private Wealth Advisors independent RIA | Dallas, Tx | Jul 10, 2021 | 34 y | 3 | 1 |
| J••••• Z••• dual registrant | T•••• C•••••• B••• P•••••• W••••• A••••••• independent RIA | Dallas, Tx | Oct 4, 2022 | 31 y | 6 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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54 advisors match.