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

Dale Littleton Cloud

Turtle Creek Wealth Advisors, LLCindependent RIAAustin, Tx IA-onlyIAPD 5566760

Feed of 09/15/2026

Also filed as Dale Cloud

At current firm

3 y

since Jan 6, 2023

In the industry

17 y

since Oct 2, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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: Chief Operating 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.

Registration history

IAPD current and previous registrations

Turtle Creek Wealth Advisors, LLC independent RIA current
since Jan 6, 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
Feb 5, 2015 to Dec 31, 2018 · Austin, Tx
First National Capital Markets, Inc. former
May 8, 2012 to Jan 7, 2015 · Boulder, Co
J.P. Morgan Securities LLC wirehouse
Oct 9, 2008 to Mar 1, 2012 · 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 Jan 6, 2023 (190 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
First National Capital Markets, Inc. to Raymond James Financial Services Advisors, Inc
left Jan 7, 2015, registered Feb 5, 2015 (29 days) · Other
J.P. Morgan Securities LLC to First National Capital Markets, Inc.
left Mar 1, 2012, registered May 8, 2012 (68 days) · Other

Signals

Dale Littleton Cloud left Texas Capital Bank Private Wealth Advisors for Turtle Creek Wealth Advisors, Llc (registered 2023-01-06)
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: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address