DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Gregory Scott Kalb

Turtle Creek Wealth Advisors, LLCindependent RIADallas, Tx IA-onlyIAPD 4485983

Feed of 09/15/2026

Also filed as Greg Scott Kalb

At current firm

3 y

since Mar 1, 2023

In the industry

21 y

since Oct 6, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Investment Advisor | Partnerreportedturtlecreekwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Turtle Creek Wealth Advisors, LLC independent RIA current
since Mar 1, 2023 · Dallas, Tx
Texas Capital Bank Private Wealth Advisors independent RIA
Jan 4, 2019 to Jun 30, 2022 · Austin, Tx
Raymond James Financial Services Advisors, Inc BD affiliated
Nov 2, 2016 to Dec 31, 2018 · Austin, Tx
Morgan Stanley wirehouse
Jun 9, 2010 to May 4, 2012 · Austin, Tx
Eklektikos Capital Management, LP unclassified
Aug 10, 2005 to Mar 26, 2011 · Austin, Tx
Waterstreet Investment Consultants, LLC unclassified
Oct 6, 2004 to Mar 26, 2011 · Austin, Tx

Moves

a registration end followed by a registration begin elsewhere

Texas Capital Bank Private Wealth Advisors to Turtle Creek Wealth Advisors, LLC
left Jun 30, 2022, registered Mar 1, 2023 (244 days) · RIA to a newly registered adviser · moved with a team
Raymond James Financial Services Advisors, Inc to Texas Capital Bank Private Wealth Advisors
left Dec 31, 2018, registered Jan 4, 2019 (4 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Morgan Stanley to Raymond James Financial Services Advisors, Inc
left May 4, 2012, registered Nov 2, 2016 (1643 days) · Other
Waterstreet Investment Consultants, LLC to Eklektikos Capital Management, LP
left Mar 26, 2011, registered Aug 10, 2005 (-2054 days) · Other
Eklektikos Capital Management, LP to Morgan Stanley
left Mar 26, 2011, registered Jun 9, 2010 (-290 days) · Other

Signals

Gregory Scott Kalb left Texas Capital Bank Private Wealth Advisors for Turtle Creek Wealth Advisors, Llc (registered 2023-03-01)
Jun 30, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address