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2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-02 |
Branch Locations
2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schlindwein Associates Llc | Chicago | IL | 06/2008 | 01/2017 |
| Texas Capital Bank | Dallas | TX | 01/2017 | 06/2022 |
| Raymond James Fnancial Services, Inc. | Dallas | TX | 01/2017 | 03/2017 |
| Raymond James Financial Services, Inc. | Dallas | TX | 03/2017 | 12/2018 |
| Raymond James Financial Services Advisors Inc. | Dallas | TX | 04/2017 | 12/2018 |
| Chalice Capital Partners, Llc | San Diego | CA | 01/2019 | 06/2022 |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 01/2019 | 06/2022 |
| Turtle Creek Wealth Advisors, Llc | Dallas | TX | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2001-01-31 |
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