David Sirna is a registered investment advisor, based in Dallas, TX, with 22 years of industry experience.
Location
2000 Mckinney Avenue, Suite 1800, Dallas, TX, 75201
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David works as a Private Client Advisor at Texas Capital Bank, dedicating full-time hours to this role. He also engages in insurance sales/services, focusing on fixed insurance products, and dedicates minimal time to this activity. David is also a board member for Aspire, an education and literacy organization.
Employment History
Current Registrations
Tcbi Securities, INC.Broker
Texas Capital Bank Private Wealth Advisors
Previous Registrations
Bbva Securities INC.Broker
Bbva Wealth Solutions INC.
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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