BK
Bryan P. Kucholtz
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
Dallas, TX 75201
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CRD#: 4359592
BK
Professional summary
Bryan Paul Kucholtz, AIF® is a registered financial advisor currently at TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS located in Dallas, Texas and TCBI SECURITIES, INC. located in Dallas, Texas.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Bryan has worked at 9 firms and has passed the Series 66, Series 99TO, Series 52TO, SIE, Series 7, Series 4, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
WORLD AFFAIRS COUNCIL - DFW, Position-Board Member, non-investment related, 325 N Paul Street, Suite 4200, Dallas, Texas, 75201, Started 9/1/2023, 1-3 hours a month, 1 hour a month during trading hours WRANGLER PRINTS LLC; the company prints tee-shirts - non-investment-related; 12363 Red Hawk Dr, Frisco, TX; Partner; started March, 2023; 2 hours per month and 2 hours during trading hours. WRAP WRANGLERS LLC; the company wraps cars with seals or advertising - non-investment-related; 12363 Red Hawk Dr, Frisco, TX; Partner; started March, 2023; 2 hours per month and 2 hours during trading hours. SPORTS CARD WRANGLERS - POSITION: Co-Owner NATURE: Online purchasing and selling of sports collectibles. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 - ADDRESS: 1250 Bowie Lane, Frisco TX 75033, United States -DESCRIPTION: Co-Owner. Buying and selling sports collectibles. University of North Texas-Advisory Board-Non Investment Related, Address 1155 Union Circle, Denton, Texas, 76203 Nature: Advisory Board Member of Finance School, Number of hours: 1-2/month, 0 during trading hours, Start Date 2/1/23 University of Texas-McCombs Business School Advisory Board, Non-Investment Related, Address 2110 Speedway, Austin, Texas, 78705 Nature: Advisory Board Member McCombs Business School, Number of hours 1-2 month, 0 during trading hours, Start date 2/1/23 TEXAS CAPITAL BANK -Position Head of Private Wealth -Address 2000 McKinney Ave, Dallas, Texas, 75201-Start date 6/2022-160 hours a month-During Securities hours 130 hours a month
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Paul Kucholtz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 30, 2022 - Present
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
Office #1: 2000 Mckinney Avenue Suite 1800, Dallas, TX 75201RIA
CRD#: 298422
Dallas, TX
Current
June 30, 2022 - Present
TCBI SECURITIES, INC.
Office #1: 2000 Mckinney Avenue Suite 700, Dallas, TX 75201BD
CRD#: 313304
Dallas, TX
Past
August 23, 2021 - June 17, 2022
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
Dallas, TX
Past
August 23, 2021 - June 17, 2022
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
Dallas, TX
Past
April 1, 2016 - August 23, 2021
PNC MANAGED ACCOUNT SOLUTIONS, INC.
RIA
CRD#: 110476
Frisco, TX
Past
February 22, 2016 - February 22, 2016
PNC MANAGED ACCOUNT SOLUTIONS, INC.
RIA
CRD#: 110476
Frisco, TX
Past
February 18, 2016 - August 23, 2021
BBVA SECURITIES INC.
BD
CRD#: 27060
FRISCO, TX
Past
August 25, 2015 - February 5, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
August 13, 2015 - February 5, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
FRISCO, TX
Past
March 10, 2005 - December 26, 2014
COMERICA SECURITIES
RIA
CRD#: 17079
KALAMAZOO, MI
Past
March 10, 2005 - December 26, 2014
COMERICA SECURITIES
BD
CRD#: 17079
KALAMAZOO, MI
Past
August 12, 2004 - March 22, 2005
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
DALLAS, TX
Past
August 12, 2004 - March 22, 2005
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
CHICAGO, IL
Past
April 2, 2003 - March 22, 2005
BANC ONE SECURITIES CORPORATION
RIA
CRD#: 16999
DALLAS, TX
Past
March 28, 2001 - March 22, 2005
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
CRD#: 298422 / SEC#: 801-114364
RIA
Registered Investment Advisory firm - (11/29/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(6/30/2022)
IAR
Texas(6/30/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TC
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.
CRD#: 298422 / SEC#: 801-114364
RIA
Registered Investment Advisory firm - (11/29/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2000 Mckinney Avenue Suite 1800, Dallas, TX 75201
Mailing Address
Phone number
(214) 210-3092
Established
Firm type
Fiscal year end
# of Employees
101
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,982 |
| AUM (Assets Under Management) | $ 3,471,701,060 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
CRD#: 298422Dallas, TX 75201TRUST BUT VERIFY
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