Inactive

Alan Luther Miller

Turtle Creek Wealth Advisors, LLC

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Current Employers

Turtle Creek Wealth Advisors, Llc

2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-03-29

TX RA
APPROVED

Since 2023-03-29

Branch Locations

2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Raymond James Financial Servics,Inc	Dallas	TX	12/2014	12/2018
Texas Capital Bank	Dallas	TX	04/2013	03/2022
Raymond James Financial Services Advisors Inc.	Dallas	TX	01/2015	12/2018
Chalice Capital Partners, Llc	San Diego	CA	01/2019	03/2022
Texas Capital Bank Private Wealth Advisors	Dallas	TX	01/2019	03/2022
Turtle Creek Wealth Advisors, Llc	Dallas	TX	03/2023	Present
Miller Family Office, Llc	Dallas	TX	03/2022	03/2023

12/2014 → 12/2018

Raymond James Financial Servics,Inc

Dallas, TX
04/2013 → 03/2022

Texas Capital Bank

Dallas, TX
01/2015 → 12/2018

Raymond James Financial Services Advisors Inc.

Dallas, TX
01/2019 → 03/2022

Chalice Capital Partners, Llc

San Diego, CA
01/2019 → 03/2022

Texas Capital Bank Private Wealth Advisors

Dallas, TX
03/2023 → Present

Turtle Creek Wealth Advisors, Llc

Dallas, TX
03/2022 → 03/2023

Miller Family Office, Llc

Dallas, TX

Previous Registrations

2019-01-04 → 2022-03-02

Texas Capital Bank Private Wealth Advisors

Dallas, TX
2015-01-08 → 2018-12-31

Raymond James Financial Services Advisors, Inc

Dallas, TX
2008-08-05 → 2013-04-19

Bok Financial Securities, Inc.

Dallas, TX
2007-11-08 → 2008-05-27

J.P. Morgan Securities Inc.

Dallas, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-11-02

S66 Uniform Combined State Law Examination

2007-11-02

Other Names

Alan Miller

View on SEC IAPD

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OPENAIR FINANCIAL, LLC · Dallas, TX

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