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YM

Yadira E. Medina

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
San Antonio, TX 78121
Some features on this profile are disabled
CRD#: 4863549
YM

Professional summary

Yadira E. Medina, who also goes by Liz Medina, Yadira E Medina, Yadira Elizabeth Medina, is a registered financial advisor currently at TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS located in San Antonio, Texas and TCBI SECURITIES, INC. located in San Antonio, Texas.

Yadira is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Yadira has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Liz Medina | Yadira E Medina | Yadira Elizabeth Medina

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.
* the name of the other business; Texas Capital Bank *whether the business is investment-related; not investment related *the address of the other business; 745 E Mulberry Street San Antonio TX 78212 *the nature of the other business; Banking *your position; Relationship Manager Private Bank Advisor *title, or relationship with the other business; Executive Director *the start date of your relationship; 03/29/2023 *the approximate number of hours/month you devote to the other business; 120 *the number of hours you devote to the other business during securities trading hours; 80 *and briefly describe your duties relating to the other business; meeting with clients and discussing banking solutions for their personal needs

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yadira E. Medina's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 6, 2023 - Present

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Office #1: 745 E Mulberry St., Ste 400, San Antonio, TX 78121
RIA
CRD#: 298422
San Antonio, TX
Current

May 16, 2023 - Present

TCBI SECURITIES, INC.

Office #1: 745 East Mul​berry., Ste. 350 & 600, San Antonio, TX 78212
BD
CRD#: 313304
San Antonio, TX
Past

May 16, 2013 - June 2, 2021

BBVA SECURITIES INC.

BD
CRD#: 27060
San Antonio, TX
Past

November 20, 2012 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
SAN ANTONIO, TX
Past

May 29, 2007 - September 25, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SELMA, TX
Past

August 11, 2006 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
SELMA, TX

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.

Highlighted states indicate IAR registrations

IAR
Texas
(9/6/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/6/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/28/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 5/16/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/19/2012
Investment Company Products/Variable Contracts Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/17/2025)
TEXAS CAPITAL PRIVATE WEALTH ADVISORS WRAP BROCHURE (5/26/2025)

Regulatory assets under management

Total Number of Accounts1,982
AUM (Assets Under Management)$ 3,471,701,060

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

CRD#: 298422San Antonio, TX 78121

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