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Advisor at TURTLE CREEK WEALTH ADVISORS, LLC
San Antonio, TX | DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TURTLE CREEK WEALTH ADVISORS, LLC | Independent wealth | Mar 1, 2023 | n/a | yes | DALLAS, TX|San Antonio, TX | Current employment |
| TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | Independent wealth | Jan 4, 2019 | Nov 10, 2022 | no | SAN ANTONIO, TX | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Aug 27, 2018 | Dec 31, 2018 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | TURTLE CREEK WEALTH ADVISORS, LLC | Nov 10, 2022 | Mar 1, 2023 | 111 | 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 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:298422:TX:2018-12-31 | Dec 31, 2018 | Jan 4, 2019 | SAN ANTONIO, TX | Firm change |