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Margaret Davis

Turtle Creek Wealth Advisors, LLC

Wesley Chapel, FL

Dallas, TX

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Current Employers
Turtle Creek Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-09
  • TX RA
    APPROVED
    Since 2023-06-09

Branch Locations

Wesley Chapel, FL • United States

2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • 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 Fort Worth TX 02/2015 12/2018
Texas Capital Bank Dallas TX 02/2015 05/2023
Turtle Creek Wealth Advisors, Llc Dallas TX 06/2023 Present
Raymond James Financial Services Advisors Inc. Dallas TX 07/2016 12/2018
Chalice Capital Partners, Llc San Diego CA 01/2019 05/2023
Texas Capital Bank Private Wealth Advisors Dallas TX 01/2019 05/2023
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-29
S63 Uniform Securities Agent State Law Examination 1993-11-05
  • S65 Uniform Investment Adviser Law Examination
    2016-06-29
  • S63 Uniform Securities Agent State Law Examination
    1993-11-05
Other Names
  • Marge Power
  • Margaret Power Stout
  • Margaret Power Lasota
  • Margaret Lasota
  • Margaret Stout
  • Margaret Morris
  • Margaret Power
  • Margaret Power
  • Marge Morris
  • Margaret Morris
  • Marge Davis
  • Margaret Power
  • Margaret Cloud
  • Marge Stout
  • Marge Cloud

View on SEC IAPD

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