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Pamela Ruiz Talamantez
PAMELA RUIZ, PAMELA R TALAMANTEZ, PAMELA RUIZ TALAMANTEZ, PAMELA TALAMANTEZ MS., PAMELA TALAMANTEZ
CRD#: 5407874
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Investment Adviser
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Previous Broker
TURTLE CREEK WEALTH ADVISORS, LLCCRD#: 322998 7373 Broadway St., Ste. 204
San Antonio, TX 78209
Registration History
2010201220142016201820202022202420262 FIRMS2016 - 2018 (2 years)2 FIRMS2019 - 2021 (2 years)2 FIRMS2021 - 2023 (1 year)IATURTLE CREEK WEALTH ADVISORS, LLC (CRD# 322998)2023 - Present (1 year)BMORGAN STANLEY (CRD# 149777)2013 - 2016 (3 years)BNORTHWESTERN MUTUAL INVESTMENT... (CRD# 2881)2013 - 2013 (<1 year)BTRANSAMERICA FINANCIAL ADVISOR... (CRD# 16164)2012 - 2012 (<1 year)BRIVERSTONE WEALTH MANAGEMENT, INC. (CRD# 40418)2010 - 2012 (1 year)IAMORGAN STANLEY (CRD# 149777)2015 - 2016 (1 year)
License(s)

State Registrations

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Texas 5/2/2023

Current Registration(s)
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TURTLE CREEK WEALTH ADVISORS, LLC (CRD#:322998)
7373 Broadway St., Ste. 204, San Antonio, TX 78209
Registered with this firm since 5/2/2023

Previous Registration(s)
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09/30/2021 - 04/03/2023 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SAN ANTONIO, TX
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09/30/2021 - 04/03/2023 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SAN ANTONIO, TX
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01/02/2019 - 08/23/2021 KINGSWOOD CAPITAL PARTNERS, LLC (CRD#:288898) Dallas, TX
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01/04/2019 - 08/20/2021 TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS (CRD#:298422) SAN ANTONIO, TX
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11/10/2016 - 12/31/2018 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) SAN ANTONIO, TX
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10/31/2016 - 12/31/2018 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) SAN ANTONIO, TX
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09/11/2015 - 10/31/2016 MORGAN STANLEY (CRD#:149777) SAN ANTONIO, TX
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07/15/2013 - 10/31/2016 MORGAN STANLEY (CRD#:149777) SAN ANTONIO, TX
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04/30/2013 - 07/12/2013 NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881) SAN ANTONIO, TX
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07/02/2012 - 10/18/2012 TRANSAMERICA FINANCIAL ADVISORS, INC (CRD#:16164) SAN ANTONIO, TX
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07/29/2010 - 05/23/2012 RIVERSTONE WEALTH MANAGEMENT, INC. (CRD#:40418) SAN ANTONIO, TX
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Broker
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Investment Adviser
Disclosures
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