Michael R. Whitlock
Professional summary
Michael Reagan Whitlock is a registered financial professional currently at TRB CAPITAL MARKETS, LLC located in Dallas, Texas.
Michael is registered as a RR (Registered Representative) and started their career in finance in 2025. Michael has worked at 1 firm and has passed the Series 63, Series 52TO, SIE and Series 50 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michael Reagan Whitlock's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 21, 2025 - Present
TRB CAPITAL MARKETS, LLC
Office #1: Plaza Of The Americas, South Tower 600 North Pearl Street, Suite 2100, Dallas, TX 75201State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/13/2025)
Exams
Series 52TO
Date: 10/21/2025
Municipal Securities Representative ExaminationFINRA
Current Firm
TRB CAPITAL MARKETS, LLC
CRD#: 322618 / SEC#: , 8-70999
Contact information
FINRA licenses (46 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TEXAS REGIONAL BANK | OWNER | |
| COULTER, ROBERT VINCENT | CHIEF COMPLIANCE OFFICER/MUNICIPAL SECURITIES PRINCIPAL | 4211707 |
| HEBERT, MICHAEL JAMES | COMPLIANCE OFFICER/VP/SROP | 1229298 |
| HINOJOSA, NOE JR | PRESIDENT - MUNICIPAL BANKING | 1782212 |
| JOHNSON, KRISTY KAY | FINOP | 4470948 |
| TIPPIT, JOHN LEE IV | CEO/PRESIDENT OF CAPITAL MARKETS | 5809446 |
Red Flags
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Company Information
TRB CAPITAL MARKETS, LLC
CRD#: 322618Dallas, TX 75201TRUST BUT VERIFY
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