Best Investors Account Sign in
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

6300 Bee Cave Road Suite 200, Austin, TX 78746 • 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
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-09-30
S65 Uniform Investment Adviser Law Examination 2008-06-10
  • S63 Uniform Securities Agent State Law Examination
    2016-09-30
  • S65 Uniform Investment Adviser Law Examination
    2008-06-10
Other Names
  • Eryn M Shealy
  • Eryn Michelle Shealy

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor