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2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-24 |
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 |
|---|---|---|---|---|
| Turtle Creek Wealth Advisors | Dallas | TX | 01/2024 | Present |
| Guidestone Financial Resources | Dallas | TX | 05/2015 | 12/2023 |
Prestonwood Foundation; Board Member; Dallas, TX; Evaluates the Foundation's investments; Started Jan. 1, 2024; 1 hour per month during office hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-03-16 |
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