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

Arrivals at 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
Brandon Robert DinsmoreJ.P. Morgan Securities LLC wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIAAug 11, 2026Sep 9, 2026
Eric Michael AplisCavanal Hill Investment Management, Inc. otherTexas Capital Bank Private Wealth Advisors independent RIAOtherJul 10, 2026Jul 23, 2026
James A WeningJ.P. Morgan Securities LLC wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIAJul 23, 2025Sep 16, 2025 (55 d)
Barrett Fitzgerald JacksonJ.P. Morgan Securities LLC wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIANov 19, 2024Nov 22, 2024
Blanca Elena FernandezCetera Investment Advisers LLC BD affiliatedTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 15, 2024Oct 23, 2024
Nicholas Joseph ArmatoStifel, Nicolaus & Company, Incorporated national BDTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 31, 2024Jun 12, 2024
Robin Clay ThigpinAmeriprise Financial Services, LLC national BDTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 24, 2024May 1, 2024
Mark Frederick RodgersTruist Advisory Services, Inc. BD affiliatedTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 15, 2024May 3, 2024
Christopher WoodsWells Fargo Advisors wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIAApr 2, 2024Apr 19, 2024
Ajay Kumar GuptaWells Fargo Advisors wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIASep 25, 2023Jan 18, 2024 (115 d)
Beverly Ellen TittleOppenheimer & Co. Inc. BD affiliatedTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 18, 2023Apr 18, 2025 (609 d)
John D BoyleWells Fargo Advisors wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIAMay 23, 2023Jun 2, 2023
Chad Allen StiefCitigroup Global Markets Inc. BD affiliatedTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2023Jun 2, 2023 (32 d)
Alfonso Paragas TadeoLevel Four Advisory Services BD affiliatedTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 28, 2023Feb 28, 2023
Sonali Mahendra PatelMartin Capital Advisors, Llp independent RIATexas Capital Bank Private Wealth Advisors independent RIARIA to RIADec 8, 2022Dec 8, 2022
Diego A. PatinoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIANov 29, 2022Dec 12, 2022
Juan Manuel HernandezWells Fargo Advisors wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIANov 17, 2022Dec 5, 2022
Mauro MarquezNeuberger Berman Bd LLC no RAUMTexas Capital Bank Private Wealth Advisors independent RIAOtherSep 13, 2022Oct 3, 2022
John M CervantesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIAAug 29, 2022Sep 22, 2022
Bradford A HutchinsPnc Wealth Management BD affiliatedTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 26, 2022Sep 26, 2022 (31 d)
Christian Alexander DuaineUmb Financial Services, Inc. BD affiliatedTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 29, 2022Nov 2, 2023 (491 d)
Brett Whitfield FennChildress Capital Advisors, LLC independent RIATexas Capital Bank Private Wealth Advisors independent RIARIA to RIAJun 24, 2022Nov 2, 2023 (496 d)
Bryan Paul KucholtzPnc Wealth Management BD affiliatedTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 17, 2022Jul 4, 2022
Blanca Elena FernandezFidelity Personal And Workplace Advisors BD affiliatedTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 12, 2022May 16, 2022
Shaina BuegelerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIAMay 10, 2022May 19, 2022
Casey Wayne MasonHilltop Securities Inc. BD affiliatedTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 26, 2022Jan 31, 2023 (280 d)
Trevor Lane HilzJ.P. Morgan Securities LLC wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIAApr 19, 2022May 16, 2022
Jakub KubrakFisher Investments independent RIATexas Capital Bank Private Wealth Advisors independent RIARIA to RIAFeb 2, 2022Jun 16, 2022 (134 d)
Brandon J ButlerThe Mather Group, LLC independent RIATexas Capital Bank Private Wealth Advisors independent RIARIA to RIADec 22, 2021Jan 5, 2023 (379 d)
Joseph ZornWells Fargo Advisors wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIADec 1, 2021Oct 4, 2022 (307 d)
Neal Allen HiettPnc Managed Account Solutions, Inc. BD affiliatedTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2021Jul 16, 2024 (1012 d)
Corey Michael Mowen1900 Wealth mixed wealthTexas Capital Bank Private Wealth Advisors independent RIARIA to RIAOct 7, 2021Nov 1, 2021
Catherine Echon HaffnerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIAJun 16, 2021Jan 4, 2022 (202 d)
Eric Frederic HydenPnc Managed Account Solutions, Inc. BD affiliatedTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2021Sep 1, 2021 (117 d)
David A SirnaPnc Managed Account Solutions, Inc. BD affiliatedTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2021Sep 26, 2022 (507 d)
Matthew Richard KlineMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTexas Capital Bank Private Wealth Advisors independent RIAWirehouse to independent RIAMay 27, 2020May 18, 2022 (721 d)
Zach Turner GranberryAlliancebernstein L.P. otherTexas Capital Bank Private Wealth Advisors independent RIAOtherSep 17, 2019Aug 28, 2019
Bradley Scott MayerBmo Harris Financial Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 23, 2019Jun 13, 2022 (1056 d)
James Steven OrrRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Lawrence Arthur GekiereRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Michael John KrachRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Robert Kelly BallRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Diarra Koro WilliamsRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Richard W JacksonRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Gregory Scott KalbRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Colin James BoddickerRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
David Lee StevensRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Alan Luther MillerRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Wesley Don WrightRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Pamela Ruiz TalamantezRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Eryn Shealy MyersRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Dale Littleton CloudRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Monica EakerRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Emily Dawson ClockRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
Eric Scott ReblinRaymond James Financial Services Advisors, Inc BD affiliatedTexas Capital Bank Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2018Jan 4, 2019
William Robinson WagnerHightower Private Client independent RIATexas Capital Bank Private Wealth Advisors independent RIARIA to RIAJul 26, 2018Dec 6, 2022 (1594 d)
Gregory Gail YokumCharles Schwab & Co., Inc. national BDTexas Capital Bank Private Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 17, 2012Jul 10, 2021 (3127 d)
Hussain Ali FawazOsaic Fa, Inc. otherTexas Capital Bank Private Wealth Advisors independent RIAOtherMar 8, 2012Jul 15, 2024 (4512 d)
Carson Stewart AndersonBanc Of America Investment Services, Inc. unclassifiedTexas Capital Bank Private Wealth Advisors independent RIAOtherJan 29, 2009Dec 6, 2022 (5059 d)
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59 moves match.