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Richard W Jackson
RICHARD WAYNE JACKSON
CRD#: 2828190
IA
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
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2005 - 2007 (2 years)2 FIRMS2017 - 2018 (1 year)2 FIRMS2019 - 2022 (3 years)IATURTLE CREEK WEALTH ADVISORS, LLC (CRD# 322998)2023 - Present (1 year)BFIDELITY BROKERAGE SERVICES, INC. (CRD# 7784)1996 - 2000 (3 years)IASCHLINDWEIN ASSOCIATES LLC (CRD# 109132)2008 - 2017 (8 years)IARAA WEALTH MANAGEMENT, LLC (CRD# 141526)2007 - 2008 (<1 year)IARETIREMENT ADVISORS OF AMERICA (CRD# 106968)2001 - 2004 (3 years)
Disclosure(s)
View By:
10/7/2022
Customer Dispute
Closed-No Action
License(s)

State Registrations

IA
Texas 3/2/2023

Current Registration(s)
IA
TURTLE CREEK WEALTH ADVISORS, LLC (CRD#:322998)
2828 N. HARWOOD STREET SUITE 1250, DALLAS, TX 75201
Registered with this firm since 3/2/2023

Previous Registration(s)
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01/04/2019 - 06/30/2022 TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS (CRD#:298422) DALLAS, TX
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01/02/2019 - 06/24/2022 KINGSWOOD CAPITAL PARTNERS, LLC (CRD#:288898) Dallas, TX
IA
04/11/2017 - 12/31/2018 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) DALLAS, TX
B
02/21/2017 - 12/31/2018 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) Dallas, TX
IA
09/03/2008 - 01/31/2017 SCHLINDWEIN ASSOCIATES LLC (CRD#:109132) DALLAS, TX
IA
07/17/2007 - 04/21/2008 RAA WEALTH MANAGEMENT, LLC (CRD#:141526) DALLAS, TX
IA
01/03/2005 - 07/18/2007 CLEARY GULL INC. (CRD#:45309) DALLAS, TX
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04/08/2005 - 07/18/2007 CLEARY GULL INC. (CRD#:45309) MILWAUKEE, WI
IA
03/26/2001 - 11/19/2004 RETIREMENT ADVISORS OF AMERICA (CRD#:106968) DALLAS, TX
B
12/11/1996 - 03/16/2000 FIDELITY BROKERAGE SERVICES, INC. (CRD#:7784) SMITHFIELD, RI
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Broker
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Investment Adviser
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.