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Current Employers
Tolleson Private Wealth Management

5500 Preston Road Suite 250, Dallas, TX 75205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-04
  • TX RA
    APPROVED
    Since 2025-04-04

Branch Locations

5500 Preston Road Suite 250, Dallas, TX 75205 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Inc. Dallas TX 09/2003 04/2024
Jpmorgan Chase Bank Dallas TX 08/2003 04/2024
Bdt & Msd Partners, Llc Dallas TX 05/2024 02/2025
Bdt Capital Partners, Llc Dallas TX 05/2024 02/2025
Tolleson Private Wealth Management, Lp Dallas TX 02/2025 Present
  • 09/2003 → 04/2024
    J.P. Morgan Securities Inc.
    Dallas, TX
  • 08/2003 → 04/2024
    Jpmorgan Chase Bank
    Dallas, TX
  • 05/2024 → 02/2025
    Bdt & Msd Partners, Llc
    Dallas, TX
  • 05/2024 → 02/2025
    Bdt Capital Partners, Llc
    Dallas, TX
  • 02/2025 → Present
    Tolleson Private Wealth Management, Lp
    Dallas, TX
Other Businesses

UT SOUTHWESTERN MEDICAL FOUNDATION; INVESTMENT RELATED; 3889 MAPLE AVENUE, STE. 100, DALLAS, TX 75219; NONPROFIT; BOARD MEMBER; SEPTEMBER 2023; LESS THAN 10 HRS/MO; MEMBER OF THE BOARD OF TRUSTEES FOR THE UTSW MEDICAL FOUNDATION AND MEMBER OF THE INVESTMENT COMMITTEE. No Compensation received. HIGHLAND PARK LACROSSE; NOT INVESTMENT RELATED; DALLAS, TX 75205; YOUTH SPORTS LEAGUE; BOARD MEMBER; JANUARY 2023; LESS THAN 10 HRS/MO; OVERSEES FUNDRAISING AND OPERATIONS OF BOY'S LACROSSE PROGRAM IN THE HIGHLAND PARK ISD. No Compensation received. SALESMANSHIP CLUB OF DALLAS FOUNDATION; NOT INVESTMENT RELATED; 106 E. 10TH ST., DALLAS, TX 75203; NON-PROFIT SERVICE ORGANIZATION; BOARD MEMBER; OCTOBER 2022; LESS THAN 10 HRS/MO; MEMBER OF THE BOARD OF SCD FOUNDATION, Meets quarterly to review investment performance by outside managers. No Compensation received. Goodwill Industries of Dallas, Inc.; Not Investment Related; 3020 N. Westmoreland Rd. Dallas, Texas 75212; Non-Profit Service Organization; Board Member serving 3 year term; 1-5 Hours/Month; No Compensation received. SMU Cox School of Business Executive Board; Not Investment Related; 6425 Boaz St. Dallas, Texas 75275; Board Member for the SMU Cox School of Business; 1-5 Hours/Month; No Compensation received.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-01
S63 Uniform Securities Agent State Law Examination 2003-11-24
  • S65 Uniform Investment Adviser Law Examination
    2025-04-01
  • S63 Uniform Securities Agent State Law Examination
    2003-11-24
Other Names
  • Peter C Chilian
  • Peter Cook Chilian

View on SEC IAPD

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