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.
Eric Scott Reblin
- Title
- Family 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.
- Turtle Creek Wealth Advisors, LLC independent RIA currentsince Mar 1, 2023 · Dallas, Tx
- Texas Capital Bank Private Wealth Advisors independent RIAJan 4, 2019 to Nov 10, 2022 · San Antonio, Tx
- Raymond James Financial Services Advisors, Inc BD affiliatedAug 27, 2018 to Dec 31, 2018 · San Antonio, Tx
- Texas Capital Bank Private Wealth Advisors to Turtle Creek Wealth Advisors, LLCleft Nov 10, 2022, registered Mar 1, 2023 (111 days) · RIA to a newly registered adviser
- 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
- Eric Scott Reblin left Texas Capital Bank Private Wealth Advisors for Turtle Creek Wealth Advisors, Llc (registered 2023-03-01)Nov 10, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address