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
Pamela Ruiz Talamantez
Feed of 09/14/2026
Also filed as Pamela Ruiz Talamantez
At current firm
1 y
since Sep 3, 2025
In the industry
13 y
since Jul 1, 2013 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Wells Fargo Advisors wirehouse currentsince Sep 3, 2025 · San Antonio, Tx
- Turtle Creek Wealth Advisors, LLC independent RIAMay 2, 2023 to Sep 2, 2025 · San Antonio, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 30, 2021 to Apr 3, 2023 · San Antonio, Tx
- Texas Capital Bank Private Wealth Advisors independent RIAJan 4, 2019 to Aug 20, 2021 · San Antonio, Tx
- Raymond James Financial Services Advisors, Inc BD affiliatedNov 10, 2016 to Dec 31, 2018 · San Antonio, Tx
- Morgan Stanley wirehouseSep 11, 2015 to Oct 31, 2016 · San Antonio, Tx
Moves
a registration end followed by a registration begin elsewhere
- Turtle Creek Wealth Advisors, LLC to Wells Fargo Advisorsleft Sep 2, 2025, registered Sep 3, 2025 (1 days) · RIA to wirehouse
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Turtle Creek Wealth Advisors, LLCleft Apr 3, 2023, registered May 2, 2023 (29 days) · Wirehouse to independent RIA
- Texas Capital Bank Private Wealth Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Aug 20, 2021, registered Sep 30, 2021 (41 days) · RIA to wirehouse
- Raymond James Financial Services Advisors, Inc to Texas Capital Bank Private Wealth Advisorsleft 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, Incleft Oct 31, 2016, registered Nov 10, 2016 (10 days) · Other
Signals
- Pamela Ruiz Talamantez left Turtle Creek Wealth Advisors, Llc for Wells Fargo Advisors (registered 2025-09-03)Sep 2, 2025 · Advisor changed firm · fact
- Pamela Ruiz Talamantez left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Turtle Creek Wealth Advisors, Llc (registered 2023-05-02)Apr 3, 2023 · 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
- Wirehousederived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address