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2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-01 |
Branch Locations
2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States
6300 Bee Cave Road Suite 200, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Austin | TX | 08/2016 | 12/2018 |
| Texas Capital Bank | Austin | TX | 08/2016 | 06/2022 |
| Raymond James Financial Services Advisors Inc. | Austin | TX | 11/2016 | 12/2018 |
| Chalice Capital Partners, Llc | San Diego | CA | 01/2019 | 06/2022 |
| Texas Capital Bank Private Wealth Advisors | Austin | TX | 01/2019 | 06/2022 |
| Turtle Creek Wealth Advisors, Llc | Dallas | TX | 07/2022 | Present |
Name of Other Business: The Long Center; Start date: 05/01/2014; Position: Member of the Endowment Committee; Location: Austin, Texas; Investment Related: Yes; Number of Hours Per Month Devoted to Other Business: 1 hour per month; Number of Hours Devoted to Other Business During Securities Trading Hours: 1 hour per month; Duties: Advise the Long Center Finance Committee on asset allocation for the Long Center Endowment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-17 |
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