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Morgan Irene Massa

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 2026-03-09
  • TX RA
    APPROVED
    Since 2026-03-09

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
Jpmorgan Securities Llc New York NY 07/2018 02/2026
Jpmorgan Chase Bank, N.A. New York NY 07/2018 02/2026
Unemployment Dallas TX 09/2016 05/2017
Jp Morgan And Chase New York NY 06/2017 08/2017
Nanny Dallas TX 08/2016 05/2018
Unemployment Cincinnati OH 06/2018 07/2018
Turtle Creek Wealth Advisors Dallas TX 03/2026 Present
  • 07/2018 → 02/2026
    Jpmorgan Securities Llc
    New York, NY
  • 07/2018 → 02/2026
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 09/2016 → 05/2017
    Unemployment
    Dallas, TX
  • 06/2017 → 08/2017
    Jp Morgan And Chase
    New York, NY
  • 08/2016 → 05/2018
    Nanny
    Dallas, TX
  • 06/2018 → 07/2018
    Unemployment
    Cincinnati, OH
  • 03/2026 → Present
    Turtle Creek Wealth Advisors
    Dallas, TX
Previous Registrations
Other Businesses

Entity Name: AOA II, LLC Investment related: No "Address: 6860 Broadway, Unit B, Denver CO 80221 https://aoadx.com/" Nature of the other business: Medical Position/Title/Relationship: Owner/Partner Start Date: 11/05/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owner/ Partner. Work with the team performing the research. Entity Name: Sway Investment related: No Address: https://swaythefuture.com/ Nature of the other business: Sustainable Plastics Position/Title/Relationship: Owner/Partner Start Date: 09/23/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Seed+ SAFE, Series A. Sway's patented seaweed material, TPSea Flex?, is proven in-market as the first scalable seaweed-based alternative to plastic-strong, flexible, and home compostable in under 180 days.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-08
S63 Uniform Securities Agent State Law Examination 2018-09-12
  • S65 Uniform Investment Adviser Law Examination
    2024-03-08
  • S63 Uniform Securities Agent State Law Examination
    2018-09-12
Other Names
  • Morgan Massa
  • Morgan Irene Massa
  • Morgan I Massa

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