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Advisor at TURTLE CREEK WEALTH ADVISORS, LLC
Austin, TX | DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TURTLE CREEK WEALTH ADVISORS, LLC | Independent wealth | Jan 6, 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 | Feb 5, 2015 | Dec 31, 2018 | no | AUSTIN, TX | Previous registration |
| FIRST NATIONAL CAPITAL MARKETS, INC. | Former SEC adviser | May 8, 2012 | Jan 7, 2015 | no | BOULDER, CO|OMAHA, NE|BOULDER, CO | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 9, 2008 | Mar 1, 2012 | no | Austin, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | TURTLE CREEK WEALTH ADVISORS, LLC | Jun 30, 2022 | Jan 6, 2023 | 190 | 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 |
| FIRST NATIONAL CAPITAL MARKETS, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 7, 2015 | Feb 5, 2015 | 29 | Firm change | Other |
| J.P. MORGAN SECURITIES LLC | FIRST NATIONAL CAPITAL MARKETS, INC. | Mar 1, 2012 | May 8, 2012 | 68 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 298422:322998:TX:2022-06-30 | Jun 30, 2022 | Jan 6, 2023 | AUSTIN, TX | Firm change |
| 149018:298422:TX:2018-12-31 | Dec 31, 2018 | Jan 4, 2019 | AUSTIN, TX | Firm change |