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Detailed Report
Margaret Davis
MARGARET CLOUD, MARGE CLOUD, MARGE DAVIS, MARGARET POWER LASOTA, MARGARET LASOTA…
CRD#: 2419366
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Investment Adviser
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Previous Broker
TURTLE CREEK WEALTH ADVISORS, LLCCRD#: 322998 2828 N. HARWOOD STREET
SUITE 1250
DALLAS, TX 75201
Registration History
19952000200520102015202020252 FIRMS1999 - 2002 (3 years)2 FIRMS2014 - 2014 (<1 year)2 FIRMS2019 - 2023 (4 years)IATURTLE CREEK WEALTH ADVISORS, LLC (CRD# 322998)2023 - Present (1 year)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2015 - 2018 (3 years)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2007 - 2012 (5 years)BRAYMOND JAMES & ASSOCIATES, INC. (CRD# 705)2004 - 2007 (3 years)BFIRST UNION CAPITAL MARKETS CORP. (CRD# 6124)1999 - 1999 (<1 year)BDUNWOODY BROKERAGE SERVICES, INC. (CRD# 31183)1998 - 1999 (<1 year)BPRUDENTIAL SECURITIES INCORPORATED (CRD# 7471)1996 - 1998 (2 years)BFIRST UNION BROKERAGE SERVICES... (CRD# 8112)1993 - 1995 (1 year)IARAYMOND JAMES FINANCIAL SERVIC... (CRD# 149018)2016 - 2018 (2 years)
License(s)

State Registrations

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Texas 6/9/2023
Current Registration(s)
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TURTLE CREEK WEALTH ADVISORS, LLC (CRD#:322998)
2828 N. HARWOOD STREET SUITE 1250, DALLAS, TX 75201
Registered with this firm since 6/9/2023
Previous Registration(s)
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 01/02/2019 - 06/02/2023 KINGSWOOD CAPITAL PARTNERS, LLC (CRD#:288898) Dallas, TX
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 01/04/2019 - 06/01/2023 TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS (CRD#:298422) DALLAS, TX
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 07/11/2016 - 12/31/2018 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) DALLAS, TX
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 02/18/2015 - 12/31/2018 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) Dallas, TX
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 09/15/2014 - 10/29/2014 WELLS FARGO ADVISORS, LLC (CRD#:19616) SAN ANTONIO, TX
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 01/22/2014 - 08/18/2014 BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD. (CRD#:124902) SAN ANTONIO, TX
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 01/03/2007 - 02/06/2012 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) ST. PETERSBURG, FL
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 05/20/2004 - 08/07/2007 RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705) PARAMUS, NJ
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 10/01/1999 - 10/29/2002 WACHOVIA SECURITIES, INC. (CRD#:19616) CLEARWATER, FL
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 10/01/1999 - 10/29/2002 WACHOVIA SECURITIES, INC. (CRD#:19616) ST. LOUIS, MO
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 03/25/1999 - 10/01/1999 FIRST UNION CAPITAL MARKETS CORP. (CRD#:6124) CHARLOTTE, NC
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 12/02/1998 - 04/09/1999 DUNWOODY BROKERAGE SERVICES, INC. (CRD#:31183) ATLANTA, GA
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 02/23/1996 - 11/04/1998 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) NEW YORK, NY
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 11/04/1993 - 07/22/1995 FIRST UNION BROKERAGE SERVICES, INC. (CRD#:8112) CHARLOTTE, NC
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.