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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
10999 W Interstate 10 5Th Fl/Ste 5000, San Antonio, TX 78230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Antonio | TX | 07/2013 | 10/2016 |
| Raymond James Financial Services, Inc. | San Antonio | TX | 10/2016 | 12/2018 |
| Raymond James Financial Services Advisors Inc. | San Antonio | TX | 11/2016 | 12/2018 |
| Texas Capital Bank | San Antonio | TX | 10/2016 | 08/2021 |
| Chalice Capital Partners, Llc | San Diego | CA | 01/2019 | 08/2021 |
| Texas Capital Bank Private Wealth Advisors | San Antonio | TX | 01/2019 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 08/2021 | 04/2023 |
| Turtle Creek Wealth Advisors, Llc | Dallas | TX | 04/2023 | 08/2025 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-10 |
| S66 | Uniform Combined State Law Examination | 2015-09-11 |
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