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RIA / WealthAdvisor21 years in industry

GREGORY SCOTT KALB

Advisor at TURTLE CREEK WEALTH ADVISORS, LLC

DALLAS, TX | Austin, TX

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Oct 6, 2004 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Gregory Scott Kalb

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TURTLE CREEK WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 6, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Sep 17, 2010
First registration: Oct 6, 2004
Dual registered: no
Other names: GREG SCOTT KALB
IAPD individual key: 4485983

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TURTLE CREEK WEALTH ADVISORS, LLC	Independent wealth	Mar 1, 2023	n/a	yes	DALLAS, TX\|Austin, TX	Current employment
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	Independent wealth	Jan 4, 2019	Jun 30, 2022	no	AUSTIN, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Nov 2, 2016	Dec 31, 2018	no	AUSTIN, TX	Previous registration
MORGAN STANLEY	Wirehouse	Jun 9, 2010	May 4, 2012	no	Austin, TX\|AUSTIN, TX	Previous registration
EKLEKTIKOS CAPITAL MANAGEMENT, LP	n/a	Aug 10, 2005	Mar 26, 2011	no	AUSTIN, TX	Previous registration
WATERSTREET INVESTMENT CONSULTANTS, LLC	n/a	Oct 6, 2004	Mar 26, 2011	no	AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	TURTLE CREEK WEALTH ADVISORS, LLC	Jun 30, 2022	Mar 1, 2023	244	Firm change	RIA to new firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	Dec 31, 2018	Jan 4, 2019	4	Firm change	Ibd to new firm
MORGAN STANLEY	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	May 4, 2012	Nov 2, 2016	1,643	Firm change after gap	Other
WATERSTREET INVESTMENT CONSULTANTS, LLC	EKLEKTIKOS CAPITAL MANAGEMENT, LP	Mar 26, 2011	Aug 10, 2005	-2,054	Firm change after gap	Other
EKLEKTIKOS CAPITAL MANAGEMENT, LP	MORGAN STANLEY	Mar 26, 2011	Jun 9, 2010	-290	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
298422:322998:TX:2022-06-30	Jun 30, 2022	Mar 1, 2023	AUSTIN, TX	Firm change
149018:298422:TX:2018-12-31	Dec 31, 2018	Jan 4, 2019	AUSTIN, TX	Firm change

Relationships

Registered with (6)

→ TURTLE CREEK WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Mar 1, 2023 to presentfactForm ADV
→ TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORSRegistered adviserregistration: previous registration
Jan 4, 2019 to Jun 30, 2022factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Nov 2, 2016 to Dec 31, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 9, 2010 to May 4, 2012factForm ADV
→ WATERSTREET INVESTMENT CONSULTANTS, LLCRegistered adviserregistration: previous registration
Oct 6, 2004 to Mar 26, 2011factForm ADV
→ EKLEKTIKOS CAPITAL MANAGEMENT, LPRegistered adviserregistration: previous registration
Aug 10, 2005 to Mar 26, 2011factForm ADV

Dated events

Occurred
Jun 30, 2022
Advisor changed firm
Gregory Scott Kalb left Texas Capital Bank Private Wealth Advisors for Turtle Creek Wealth Advisors, Llc (registered 2023-03-01)
Form ADVobserved 6 days ago