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.

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

Jun 27, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Jun 27, 2011

First registration

Apr 11, 2017

Dual registered

no

Other names

MONICA SUE MORGAN|MONICA GOTTARDI|MONICA GOTTARDI|MONICA GOTTARDI EAKER|MONICA SUE GOTTARDI-EAKER

IAPD individual key

5780980

• Occurred

  Jun 30, 2022
  Advisor changed firm

  Monica Eaker left Texas Capital Bank Private Wealth Advisors for Turtle Creek Wealth Advisors, Llc (registered 2023-03-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:98a86c11-a7d1-4a8c-cae6-c87ef3b2051f

First observed

Apr 11, 2017

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.