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2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-06 |
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, Llc | Dallas | TX | 07/2022 | Present |
| Texas Capital Bank | Dallas | TX | 01/2014 | 06/2022 |
| Texas Capital Bank | Dallas | TX | 06/2016 | 06/2022 |
Mr. Carter is a Member of the Board of Cleveland Mack Sales, Inc. d/b/a Performance Truck ("Performance Truck"), a Kenworth and Mack truck dealership group based on Cleveland, Texas that also provides full service repair and parts for Kenworth and Mack trucks. Mr. Carter has been a Member of the Board of Performance Truck since July 2018. Mr. Carter's position is not investment-related, and his basic duties include voting on issues brought before the Board. Mr. Carter devotes approximately two hours per month to Performance Truck and approximately 0.5 hours per week to Performance Truck during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-20 |
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