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Emily Dawson Clock

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 2023-03-01
  • TX RA
    APPROVED
    Since 2023-03-01

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
Texas Capital Bank Dallas TX 05/2010 06/2022
Raymond James Financial Services Dallas TX 04/2015 12/2018
Raymond James Financial Services Advisors Inc. Dallas TX 06/2015 12/2018
Chalice Capital Partners, Llc San Diego CA 01/2019 06/2022
Texas Capital Bank Private Wealth Advisors Dallas TX 01/2019 06/2022
Turtle Creek Wealth Advisors, Llc Dallas TX 08/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-07
  • S66 Uniform Combined State Law Examination
    2015-04-07
Other Names
  • Emily Catherine Dawson

View on SEC IAPD

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