Inactive

Michael Reigle Wagner

Tolleson Private Wealth Management

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Current Employers

Tolleson Private Wealth Management

5500 Preston Road Suite 250, Dallas, TX 75205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-30

TX RA
APPROVED

Since 2025-05-30

Branch Locations

5500 Preston Road Suite 250, Dallas, TX 75205 • 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

Organization	City	State	From	To
Tolleson Private Wealth Management	Dallas	TX	05/2016	04/2025
Santa Barbara Management	Chicago	IL	04/2025	05/2025
Tolleson Private Wealth Management	Dallas	TX	05/2025	Present

05/2016 → 04/2025

Tolleson Private Wealth Management

Dallas, TX
04/2025 → 05/2025

Santa Barbara Management

Chicago, IL
05/2025 → Present

Tolleson Private Wealth Management

Dallas, TX

Previous Registrations

2017-07-21 → 2025-04-22

Tolleson Private Wealth Management

Dallas, TX
2009-06-30 → 2016-04-20

Mai Capital Management, Llc

Cleveland, OH
2004-05-21 → 2008-10-21

Lakepoint Investment Partners Llc

Cleveland, OH

Cleveland, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-07-13
S63	Uniform Securities Agent State Law Examination	1997-02-18

S65 Uniform Investment Adviser Law Examination

2017-07-13
S63 Uniform Securities Agent State Law Examination

1997-02-18

Other Names

Wags Wagner
Michael R Wagner
Michael Wagner

View on SEC IAPD

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Other Investors

MICHAEL CHARLES PERRY

Samuel James Perry

Michael Charles Perry

CHESTER ANDERSON

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

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