DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Texas Capital Bank Private Wealth Advisors

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Chad Allen StiefTexas Capital Bank Private Wealth Advisors independent RIATruist Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2026Aug 27, 2026
Hussain Ali FawazTexas Capital Bank Private Wealth Advisors independent RIA1834 Investment Advisors Co. mixed wealthRIA to RIAJun 24, 2026Jun 23, 2026
Zachary Kyle GrimesTexas Capital Bank Private Wealth Advisors independent RIALifeworks Advisors, LLC independent RIARIA to RIAJun 15, 2026May 19, 2026
Collin McavoyTexas Capital Bank Private Wealth Advisors independent RIALevel Four Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankJun 2, 2026Apr 28, 2026
Mitchell HansenTexas Capital Bank Private Wealth Advisors independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseApr 2, 2026May 5, 2026 (33 d)
Cullen Turner CoxeTexas Capital Bank Private Wealth Advisors independent RIAColonial Trust Advisors, Inc. independent RIARIA to RIAMar 16, 2026May 20, 2026 (65 d)
Zach Turner GranberryTexas Capital Bank Private Wealth Advisors independent RIANorthern Trust Securities, Inc BD affiliatedRIA to affiliated broker-dealer or bankMar 6, 2026Apr 28, 2026 (53 d)
Brandon J ButlerTexas Capital Bank Private Wealth Advisors independent RIAMorgan Stanley wirehouseRIA to wirehouseFeb 26, 2026Mar 17, 2026
Joshua DietzTexas Capital Bank Private Wealth Advisors independent RIASchwab Wealth Advisory, Inc. no RAUMOtherFeb 23, 2026May 14, 2026 (80 d)
Sonali Mahendra PatelTexas Capital Bank Private Wealth Advisors independent RIAPrime Capital Financial mixed wealthRIA to RIAFeb 18, 2026Mar 2, 2026
Luisa PerezTexas Capital Bank Private Wealth Advisors independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseOct 17, 2025Sep 10, 2025
Juan Manuel HernandezTexas Capital Bank Private Wealth Advisors independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJul 11, 2025Aug 25, 2025 (45 d)
David BugarinTexas Capital Bank Private Wealth Advisors independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJun 27, 2025Nov 13, 2025 (139 d)
Barrett Fitzgerald JacksonTexas Capital Bank Private Wealth Advisors independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJun 17, 2025Aug 18, 2025 (62 d)
Blanca Elena FernandezTexas Capital Bank Private Wealth Advisors independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJun 10, 2025Jun 12, 2025
Bradford A HutchinsTexas Capital Bank Private Wealth Advisors independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJun 10, 2025Jun 20, 2025
Ethan Samson ShaffTexas Capital Bank Private Wealth Advisors independent RIALevel Four Capital Management independent RIARIA to RIAApr 21, 2025Apr 22, 2025
John M CervantesTexas Capital Bank Private Wealth Advisors independent RIAPrime Capital Financial mixed wealthRIA to RIANov 4, 2024Jan 2, 2025 (59 d)
Jakub KubrakTexas Capital Bank Private Wealth Advisors independent RIACompound Planning, Inc. independent RIARIA to RIASep 16, 2024Nov 8, 2024 (53 d)
Ajay Kumar GuptaTexas Capital Bank Private Wealth Advisors independent RIAWells Fargo Advisors wirehouseRIA to wirehouseSep 16, 2024Oct 3, 2024
William Harrison FloydTexas Capital Bank Private Wealth Advisors independent RIAWedbush Securities Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 16, 2024Jun 16, 2025 (273 d)
Matthew Richard KlineTexas Capital Bank Private Wealth Advisors independent RIANorthern Trust Securities, Inc BD affiliatedRIA to affiliated broker-dealer or bankJun 18, 2024Apr 1, 2026 (652 d)
John D BoyleTexas Capital Bank Private Wealth Advisors independent RIAHilltop Securities Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 14, 2024Aug 12, 2024 (59 d)
Joe W ClearyTexas Capital Bank Private Wealth Advisors independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankApr 24, 2024Mar 20, 2024
Trevor Lane HilzTexas Capital Bank Private Wealth Advisors independent RIAHilltop Securities Asset Management, LLC institutionalOtherOct 27, 2023Mar 26, 2025 (516 d)
Wilson Matthew BorenTexas Capital Bank Private Wealth Advisors independent RIACibc Private Wealth Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 17, 2023Oct 18, 2023
Blanca Elena FernandezTexas Capital Bank Private Wealth Advisors independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 6, 2023Nov 5, 2023 (60 d)
Catherine Echon HaffnerTexas Capital Bank Private Wealth Advisors independent RIABok Financial Private Wealth, Inc. independent RIARIA to RIAJul 28, 2023Sep 25, 2023 (59 d)
Adison Julianne FordTexas Capital Bank Private Wealth Advisors independent RIATruist Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 29, 2023Jun 1, 2023
Eric Scott ReblinTexas Capital Bank Private Wealth Advisors independent RIATurtle Creek Wealth Advisors, LLC no RAUMRIA to a newly registered adviserNov 10, 2022Mar 1, 2023 (111 d)
Corey Michael MowenTexas Capital Bank Private Wealth Advisors independent RIATruist Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 29, 2022Sep 16, 2022
Lawrence Arthur GekiereTexas Capital Bank Private Wealth Advisors independent RIATurtle Creek Wealth Advisors, LLC no RAUMRIA to a newly registered adviserJun 30, 2022Mar 1, 2023 (244 d)
Richard W JacksonTexas Capital Bank Private Wealth Advisors independent RIATurtle Creek Wealth Advisors, LLC no RAUMRIA to a newly registered adviserJun 30, 2022Mar 2, 2023 (245 d)
Gregory Scott KalbTexas Capital Bank Private Wealth Advisors independent RIATurtle Creek Wealth Advisors, LLC no RAUMRIA to a newly registered adviserJun 30, 2022Mar 1, 2023 (244 d)
Wesley Don WrightTexas Capital Bank Private Wealth Advisors independent RIATurtle Creek Wealth Advisors, LLC no RAUMRIA to a newly registered adviserJun 30, 2022Mar 1, 2023 (244 d)
Eryn Shealy MyersTexas Capital Bank Private Wealth Advisors independent RIATurtle Creek Wealth Advisors, LLC no RAUMRIA to a newly registered adviserJun 30, 2022Mar 1, 2023 (244 d)
Dale Littleton CloudTexas Capital Bank Private Wealth Advisors independent RIATurtle Creek Wealth Advisors, LLC no RAUMRIA to a newly registered adviserJun 30, 2022Jan 6, 2023 (190 d)
Monica EakerTexas Capital Bank Private Wealth Advisors independent RIATurtle Creek Wealth Advisors, LLC no RAUMRIA to a newly registered adviserJun 30, 2022Mar 1, 2023 (244 d)
Emily Dawson ClockTexas Capital Bank Private Wealth Advisors independent RIATurtle Creek Wealth Advisors, LLC no RAUMRIA to a newly registered adviserJun 30, 2022Mar 1, 2023 (244 d)
Alan Luther MillerTexas Capital Bank Private Wealth Advisors independent RIATurtle Creek Wealth Advisors, LLC no RAUMRIA to a newly registered adviserMar 2, 2022Mar 29, 2023 (392 d)
Colin James BoddickerTexas Capital Bank Private Wealth Advisors independent RIAMorgan Stanley wirehouseRIA to wirehouseFeb 24, 2022Feb 18, 2022
Pamela Ruiz TalamantezTexas Capital Bank Private Wealth Advisors independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseAug 20, 2021Sep 30, 2021 (41 d)
Diarra Koro WilliamsTexas Capital Bank Private Wealth Advisors independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 18, 2021Aug 24, 2021
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43 moves match.