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Advisor at WELLS FARGO ADVISORS
SAN ANTONIO, 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 |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | Wirehouse | Sep 3, 2025 | n/a | yes | SAN ANTONIO, TX | Current employment |
| TURTLE CREEK WEALTH ADVISORS, LLC | Independent wealth | May 2, 2023 | Sep 2, 2025 | no | San Antonio, TX|DALLAS, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 30, 2021 | Apr 3, 2023 | no | SAN ANTONIO, TX | Previous registration |
| TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | Independent wealth | Jan 4, 2019 | Aug 20, 2021 | no | SAN ANTONIO, TX | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Nov 10, 2016 | Dec 31, 2018 | no | SAN ANTONIO, TX | Previous registration |
| MORGAN STANLEY | Wirehouse | Sep 11, 2015 | Oct 31, 2016 | no | San Antonio, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TURTLE CREEK WEALTH ADVISORS, LLC | WELLS FARGO ADVISORS | Sep 2, 2025 | Sep 3, 2025 | 1 | Firm change | RIA to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TURTLE CREEK WEALTH ADVISORS, LLC | Apr 3, 2023 | May 2, 2023 | 29 | Firm change | Wirehouse to RIA |
| TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Aug 20, 2021 | Sep 30, 2021 | 41 | Firm change | RIA to wirehouse |
| 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 | Oct 31, 2016 | Nov 10, 2016 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:298422:TX:2018-12-31 | Dec 31, 2018 | Jan 4, 2019 | SAN ANTONIO, TX | Firm change |