Inactive

Dale Littleton Cloud

Turtle Creek Wealth Advisors, LLC

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Current Employers

Turtle Creek Wealth Advisors, Llc

2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-01-06

TX RA
APPROVED

Since 2023-01-06

Branch Locations

2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States

6300 Bee Cave Rd., Bldg 2 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

Organization	City	State	From	To
Raymond James Financial Services, Inc.	Austin	TX	01/2015	12/2018
Texas Capital Bank	Austin	TX	01/2015	06/2022
Raymond James Financial Services Advisors Inc.	Austin	TX	02/2015	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

01/2015 → 12/2018

Raymond James Financial Services, Inc.

Austin, TX
01/2015 → 06/2022

Texas Capital Bank

Austin, TX
02/2015 → 12/2018

Raymond James Financial Services Advisors Inc.

Austin, TX
01/2019 → 06/2022

Chalice Capital Partners, Llc

San Diego, CA
01/2019 → 06/2022

Texas Capital Bank Private Wealth Advisors

Austin, TX
07/2022 → Present

Turtle Creek Wealth Advisors, Llc

Dallas, TX

Previous Registrations

2019-01-04 → 2022-06-30

Texas Capital Bank Private Wealth Advisors

Austin, TX
2015-02-05 → 2018-12-31

Raymond James Financial Services Advisors, Inc

Austin, TX
2012-05-08 → 2015-01-07

First National Capital Markets

Boulder, CO

Omaha, NE

Boulder, CO
2008-10-09 → 2012-03-01

J.P. Morgan Securities Llc

Austin, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-10-02

S66 Uniform Combined State Law Examination

2008-10-02

Other Names

Dale Cloud
Dale Littleton Cloud, Jr

View on SEC IAPD

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