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GREGORY SCOTT KALB
GREG SCOTT KALB
CRD#: 4485983
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Investment Adviser
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Previous Broker
TURTLE CREEK WEALTH ADVISORS, LLCCRD#: 322998 6300 Bee Cave Road
Suite 200
Austin, TX 78746
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2010 - 2012 (1 year)2 FIRMS2016 - 2018 (2 years)2 FIRMS2019 - 2022 (3 years)IATURTLE CREEK WEALTH ADVISORS, LLC (CRD# 322998)2023 - Present (1 year)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2012 - 2016 (4 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2002 - 2004 (2 years)IAEKLEKTIKOS CAPITAL MANAGEMENT, LP (CRD# 136188)2005 - 2011 (5 years)IAWATERSTREET INVESTMENT CONSULT... (CRD# 132485)2004 - 2011 (6 years)
License(s)

State Registrations

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Texas 3/1/2023

Current Registration(s)
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TURTLE CREEK WEALTH ADVISORS, LLC (CRD#:322998)
6300 Bee Cave Road Suite 200, Austin, TX 78746
Registered with this firm since 3/1/2023

Previous Registration(s)
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01/04/2019 - 06/30/2022 TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS (CRD#:298422) AUSTIN, TX
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01/02/2019 - 06/24/2022 KINGSWOOD CAPITAL PARTNERS, LLC (CRD#:288898) Dallas, TX
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11/02/2016 - 12/31/2018 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) AUSTIN, TX
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08/22/2016 - 12/31/2018 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) AUSTIN, TX
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04/11/2012 - 08/25/2016 J.P. MORGAN SECURITIES LLC (CRD#:79) AUSTIN, TX
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06/09/2010 - 05/04/2012 MORGAN STANLEY SMITH BARNEY LLC (CRD#:149777) AUSTIN, TX
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08/10/2010 - 05/04/2012 MORGAN STANLEY SMITH BARNEY (CRD#:149777) AUSTIN, TX
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08/10/2005 - 03/26/2011 EKLEKTIKOS CAPITAL MANAGEMENT, LP (CRD#:136188) AUSTIN, TX
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10/06/2004 - 03/26/2011 WATERSTREET INVESTMENT CONSULTANTS, LLC (CRD#:132485) AUSTIN, TX
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01/14/2002 - 10/04/2004 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) NEW YORK, NY
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Disclosures
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