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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 2023-03-01
  • TX RA
    APPROVED
    Since 2023-03-01

Branch Locations

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

7373 Broadway St., Ste. 204, San Antonio, TX 78209 • 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 Advisors Inc. San Antonio TX 08/2018 12/2018
Texas Capital Bank San Antonio TX 05/2016 06/2022
Raymond James Financial Services Inc. San Antonio TX 10/2016 08/2018
Texas Capital Bank Private Wealth Advisors San Antonio TX 01/2019 11/2022
Turtle Creek Wealth Advisors, Llc Dallas TX 11/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-11
  • S65 Uniform Investment Adviser Law Examination
    2018-07-11

View on SEC IAPD

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