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2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
Branch Locations
7373 Broadway Suite 204, San Antonio, TX 78209 • United States
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 |
|---|---|---|---|---|
| 1900 Wealth | San Antonio | TX | 07/2018 | 10/2022 |
| Us Trust, Bank Of America Na | San Antonio | TX | 08/2015 | 07/2018 |
| Frost Investment Services | San Antonio | TX | 10/2022 | 12/2025 |
| Frost Brokerage Services, Inc. | San Antonio | TX | 10/2022 | 12/2025 |
| Turtle Creek Wealth Advisors | Dallas | TX | 01/2026 | Present |
Lodix Holdings, LLC. Not investment-related. 9340 Teakwood Lane Garden Ridge, TX 78266. Managing Partner holds rental property. 5 hours per month outside of business and trading hours. Started 12/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
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