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Advisor at TURTLE CREEK WEALTH ADVISORS, LLC
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 | Mar 29, 2023 | n/a | yes | DALLAS, TX | Current employment |
| TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | Independent wealth | Jan 4, 2019 | Mar 2, 2022 | no | DALLAS, TX | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 8, 2015 | Dec 31, 2018 | no | DALLAS, TX | Previous registration |
| BOK FINANCIAL ADVISORS | Bd affiliated wealth | Aug 5, 2008 | Apr 19, 2013 | no | DALLAS, TX | Previous registration |
| J.P. MORGAN SECURITIES INC. | n/a | Nov 8, 2007 | May 27, 2008 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | TURTLE CREEK WEALTH ADVISORS, LLC | Mar 2, 2022 | Mar 29, 2023 | 392 | 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 |
| BOK FINANCIAL ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Apr 19, 2013 | Jan 8, 2015 | 629 | Firm change after gap | Other |
| J.P. MORGAN SECURITIES INC. | BOK FINANCIAL ADVISORS | May 27, 2008 | Aug 5, 2008 | 70 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:298422:TX:2018-12-31 | Dec 31, 2018 | Jan 4, 2019 | DALLAS, TX | Firm change |