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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
A••• L••••• M•••••
- Title
- Chief Executive Officerreportedturtlecreekwealth.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.
- T••••• C•••• W••••• A•••••••• L•• independent RIA currentsince Mar 29, 2023 · Dallas, Tx
- T•••• C•••••• B••• P•••••• W••••• A••••••• independent RIAJan 4, 2019 to Mar 2, 2022 · Dallas, Tx
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 8, 2015 to Dec 31, 2018 · Dallas, Tx
- B•• F•••••••• A••••••• BD affiliatedAug 5, 2008 to Apr 19, 2013 · Dallas, Tx
- J••• M••••• S••••••••• I••• unclassifiedNov 8, 2007 to May 27, 2008 · Dallas, Tx
- T•••• C•••••• B••• P•••••• W••••• A••••••• to T••••• C•••• W••••• A•••••••• L••left Mar 2, 2022, registered Mar 29, 2023 (392 days) · RIA to a newly registered adviser
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to T•••• C•••••• B••• P•••••• W••••• A•••••••left Dec 31, 2018, registered Jan 4, 2019 (4 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- B•• F•••••••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Apr 19, 2013, registered Jan 8, 2015 (629 days) · Other
- J••• M••••• S••••••••• I••• to B•• F•••••••• A•••••••left May 27, 2008, registered Aug 5, 2008 (70 days) · Other
- A••• L••••• M••••• left T•••• C•••••• B••• P•••••• W••••• A••••••• for T••••• C•••• W••••• A•••••••• L•• (registered 2023-03-29)Mar 2, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address