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.
Advisor moves
Arrivals at Turtle Creek Wealth Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Morgan Irene Massa | J.P. Morgan Securities LLC wirehouse | Turtle Creek Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | Feb 15, 2026 | Mar 9, 2026 |
| Maria Guadalupe Harris | Frost Investment Services BD affiliated | Turtle Creek Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 19, 2025 | Jan 22, 2026 (34 d) |
| J Matthew Newtown | Hightower Advisors, LLC BD affiliated | Turtle Creek Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Oct 8, 2024 |
| Pamela Ruiz Talamantez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Turtle Creek Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | Apr 3, 2023 | May 2, 2023 |
| Eric Scott Reblin | Texas Capital Bank Private Wealth Advisors independent RIA | Turtle Creek Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Nov 10, 2022 | Mar 1, 2023 (111 d) |
| Lawrence Arthur Gekiere | Texas Capital Bank Private Wealth Advisors independent RIA | Turtle Creek Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2022 | Mar 1, 2023 (244 d) |
| Richard W Jackson | Texas Capital Bank Private Wealth Advisors independent RIA | Turtle Creek Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2022 | Mar 2, 2023 (245 d) |
| Gregory Scott Kalb | Texas Capital Bank Private Wealth Advisors independent RIA | Turtle Creek Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2022 | Mar 1, 2023 (244 d) |
| Wesley Don Wright | Texas Capital Bank Private Wealth Advisors independent RIA | Turtle Creek Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2022 | Mar 1, 2023 (244 d) |
| Eryn Shealy Myers | Texas Capital Bank Private Wealth Advisors independent RIA | Turtle Creek Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2022 | Mar 1, 2023 (244 d) |
| Dale Littleton Cloud | Texas Capital Bank Private Wealth Advisors independent RIA | Turtle Creek Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2022 | Jan 6, 2023 (190 d) |
| Monica Eaker | Texas Capital Bank Private Wealth Advisors independent RIA | Turtle Creek Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2022 | Mar 1, 2023 (244 d) |
| Emily Dawson Clock | Texas Capital Bank Private Wealth Advisors independent RIA | Turtle Creek Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2022 | Mar 1, 2023 (244 d) |
| Alan Luther Miller | Texas Capital Bank Private Wealth Advisors independent RIA | Turtle Creek Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Mar 2, 2022 | Mar 29, 2023 (392 d) |
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14 moves match.