Tcbi Securities, Inc.

Broker-DealerFINRA MemberEst. 2021
Total AUM
—
Advisory reps
244
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
313304
Registered since
December 21, 2021

Firm profile

FINTRX

Overview

Tcbi Securities, Inc. is organized as a corporation and is classified in the snapshot as an investment bank. The firm registered with the SEC in 2021. Ownership is listed as a combination of a domestic entity and an individual. The profile identifies the firm as not acting as a capital allocator and not positioned as an active ESG investor. It is also not designated as a multi-state adviser, not a pension consultant, and not recorded as a related adviser in the available snapshot.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Robert Holmes

    Robert Holmes

    President and Chief Executive OfficerCRD 2948416

  • John Cummings

    John Cummings

    Chief Administrative Officer and Managing DirectorCRD 2729018

  • David Merriman

    David Merriman

    Chief Business OfficerCRD 1303501

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Contacts

3 of 238
  • David Stevens

    David Stevens

    Senior Vice President, Private Wealth AdvisorCRD 5165226

  • Bryan Kucholtz

    Bryan Kucholtz

    Managing DirectorCRD 4359592

  • Florence Hosanna

    Florence Hosanna

    Managing DirectorCRD 4377511

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2000 Mc Kinney Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth