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Alec Vincent Lucente

Turtle Creek Wealth Advisors, LLC

Dallas, TX

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Current Employers
Turtle Creek Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-19
  • TX RA
    APPROVED
    Since 2024-04-19

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
OrganizationCityStateFromTo
Perella Weinberg Partners New York NY 07/2015 08/2018
Greylion Capital (Fka Pwp Growth Equity) New York NY 08/2018 03/2021
Valentia Capital Greenwich CT 03/2021 04/2022
Unemployed Fort Worth TX 04/2022 06/2022
Alta Fox Capital Fort Worth TX 06/2022 03/2023
Unemployed Fort Worth TX 03/2023 12/2023
Turtle Creek Wealth Advisors Dallas TX 12/2023 Present
  • 07/2015 → 08/2018
    Perella Weinberg Partners
    New York, NY
  • 08/2018 → 03/2021
    Greylion Capital (Fka Pwp Growth Equity)
    New York, NY
  • 03/2021 → 04/2022
    Valentia Capital
    Greenwich, CT
  • 04/2022 → 06/2022
    Unemployed
    Fort Worth, TX
  • 06/2022 → 03/2023
    Alta Fox Capital
    Fort Worth, TX
  • 03/2023 → 12/2023
    Unemployed
    Fort Worth, TX
  • 12/2023 → Present
    Turtle Creek Wealth Advisors
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-19
  • S65 Uniform Investment Adviser Law Examination
    2024-04-19
Other Names
  • Alec Lucente

View on SEC IAPD

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OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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