Shaina Buegeler is a registered investment advisor, based in Fort Worth, TX, with 9 years of industry experience.
Location
300 Throckmorton, Ste 200, Fort Worth, TX, 76102
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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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Shaina works as a Client Service Associate at Texas Capital Bank since May 2022. This is a full-time position.
Employment History
Current Registrations
Tcbi Securities, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Texas Capital Bank Private Wealth Advisors
May 2022 - Present · 4 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2018 - May 2022 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2018 - May 2022 · 3 yrs 8 mos
TD Ameritrade Investment Management, LLC
September 2017 - August 2018 · 11 mos
TD Ameritrade, INC.
September 2017 - August 2018 · 11 mos
TD Ameritrade, INC.Broker
April 2016 - August 2018 · 2 yrs 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.