Diego Patino is a CFP-designated registered investment advisor, based in Dallas, TX, with 26 years of industry experience.
Location
2000 Mckinney Avenue, Suite 1800, Dallas, TX, 75201
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Diego works as a Private Client Advisor at Texas Capital Bank since November 2022. This is a full-time commitment, including significant time during trading hours.
Employment History
Current Registrations
Tcbi Securities, INC.Broker
March 2023 - Present · 3 yrs 6 mos
Texas Capital Bank Private Wealth Advisors
December 2022 - Present · 3 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - November 2022 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - November 2022 · 5 yrs 3 mos
Citi Private Advisory, LLCBroker
March 2017 - August 2017 · 5 mos
Citigroup Global Markets INC.
May 2014 - August 2017 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
May 2014 - August 2017 · 3 yrs 3 mos
Morgan StanleyBroker
October 2010 - May 2014 · 3 yrs 7 mos
Morgan Stanley
October 2010 - May 2014 · 3 yrs 7 mos
Wells Fargo Investments, LLC
November 2009 - October 2010 · 11 mos
Wells Fargo Investments, LLCBroker
November 2009 - October 2010 · 11 mos
Wells Fargo Advisors, LLC
June 2008 - November 2009 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
April 2008 - November 2009 · 1 yr 7 mos
Banc of America Investment Services, INC.Broker
September 2006 - March 2008 · 1 yr 6 mos
Charles Schwab & CO., INC.Broker
July 2005 - September 2006 · 1 yr 2 mos
Banc of America Investment Services, INC.Broker
July 2003 - August 2005 · 2 yrs 1 mo
Chase Investment Services CORP.Broker
March 2002 - July 2003 · 1 yr 4 mos
The Variable Annuity Marketing CompanyBroker
November 2000 - November 2001 · 1 yr
VALIC Financial Advisors, INC.Broker
November 2000 - November 2001 · 1 yr
Van Kampen Funds INC.Broker
January 1999 - October 2000 · 1 yr 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.