Texas Securities, Inc.
Firm details
- Headquarters
- Carrollton, Texas
- CRD number
- 120148
- Registered since
- November 4, 2002
- Website
- www.texascapitalbank.com
Firm profile
FINTRXOverview
Texas Securities, Inc. is organized as a corporation and is listed as an SEC-registered adviser with an original registration year of 2002. The firm is identified as having a domestic entity/individual ownership structure and is categorized in FINTRX as "Unclassified." The database flags Texas Securities, Inc. as not operating as a capital allocator and not engaging in active ESG investing. It is also not flagged as a multi‑state adviser, newly formed adviser, pension consultant, or a related adviser. Available records do not describe the firm's advisory activities, fee structure, or client segments, so there is limited public visibility into how the firm positions its services or what client niches it targets.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Laurie Cheatham Roberts
Chief Compliance OfficerCRD 2492833
Contacts
3 of 13
Nikolas Swink
Registered RepresentativeCRD 8037611
Shane Thompson
Registered RepresentativeCRD 8012530
Carl Latz
Registered RepresentativeCRD 1473936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Carrollton, TX
Denton
Location
Carrollton, TX
Headquartered in Carrollton, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Denton
- Address
- 4024 Nazarene Dr
- Time zone
- CT (UTC-6)
- Office locations
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