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2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-01 |
Branch Locations
2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States
6300 Bee Cave Road Suite 200, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Austin | TX | 08/2016 | 12/2018 |
| Texas Capital Bank | Austin | TX | 08/2016 | 06/2022 |
| Raymond James Financial Services Advisors Inc. | Austin | TX | 10/2016 | 12/2018 |
| Chalice Capital Partners, Llc | San Diego | CA | 01/2019 | 06/2022 |
| Texas Capital Bank Private Wealth Advisors | Austin | TX | 01/2019 | 06/2022 |
| Turtle Creek Wealth Advisors, Llc | Dallas | TX | 07/2022 | Present |
Ms. Myers serves as the Vice President Investment Officer for the Basis Endowment Foundation, located in Tampa, FL. This position is investment-related. She does not have regular duties for the Basis Endowment Foundation, but she could be called upon to provide input on finance related matters. Ms. Myers devotes up to one hour per month to her duties with the Basis Endowment Foundation and zero hours per week to such duties during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2008-06-10 |
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