Best Investors Account Sign in
Inactive

Matthew Brian Van Zandt

Turtle Creek Wealth Advisors, LLC

Dallas, TX

Houston, TX

Claim This Profile
Current Employers
Turtle Creek Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-14
  • TX RA
    APPROVED
    Since 2024-02-14

Branch Locations

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

1885 St James Place Ste 950, Houston, TX 77056 • 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
Turtle Creek Wealth Advisors Llc Dallas TX 12/2023 Present
College Golf Fellowship Houston TX 06/2011 09/2021
Segment Wealth Management Houston TX 09/2021 11/2023
  • 12/2023 → Present
    Turtle Creek Wealth Advisors Llc
    Dallas, TX
  • 06/2011 → 09/2021
    College Golf Fellowship
    Houston, TX
  • 09/2021 → 11/2023
    Segment Wealth Management
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-14
  • S65 Uniform Investment Adviser Law Examination
    2024-02-14

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor