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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Dallas | TX | 11/2018 | 12/2018 |
| Texas Capital Bank | Dallas | TX | 11/2018 | 06/2022 |
| Hillcrest Asset Management Llc | Plano | TX | 12/2015 | 10/2018 |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 01/2019 | 06/2022 |
| Turtle Creek Wealth Advisors, Llc | Dallas | TX | 07/2022 | Present |
Mr. Wright is a Partner with RWMA Investments, LLC, which is located in Lamesa, Texas and owns land, rental properties, and other assets. This position is investment-related. Mr. Wright's duties include participating in asset-related visits and reviews. Mr. Wright devotes up to one (1) hour per month to his duties for RWMA Investments, LLC, and up to one (1) hour per week during securities trading hours.
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