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2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-01 |
Branch Locations
2828 N. Harwood Street Suite 1250, Dallas, TX 75201 • United States
7373 Broadway St., Ste. 204, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-11 |
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