# Diego A. Patino

Diego A. Patino is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.](https://search.stillhousedata.com/firm/298422) | 2022-12-12 | present | Yes |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-08-18 | 2022-11-29 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2014-05-09 | 2017-08-03 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2010-10-22 | 2014-05-05 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2009-11-23 | 2010-10-25 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2008-06-23 | 2009-11-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2996024)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2996024.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
