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MONICA EAKER
MONICA GOTTARDI EAKER, MONICA GOTTARDI, MONICA SUE GOTTARDI-EAKER, MONICA SUE MORGAN
CRD#: 5780980
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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
201220142016201820202022202420262 FIRMS2019 - 2022 (3 years)IATURTLE CREEK WEALTH ADVISORS, LLC (CRD# 322998)2023 - Present (1 year)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2015 - 2018 (3 years)BBOSC, INC. (CRD# 17530)2011 - 2015 (3 years)IARAYMOND JAMES FINANCIAL SERVIC... (CRD# 149018)2017 - 2018 (1 year)
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)
2828 N. HARWOOD STREET SUITE 1250, DALLAS, TX 75201
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) DALLAS, TX
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01/02/2019 - 06/24/2022 KINGSWOOD CAPITAL PARTNERS, LLC (CRD#:288898) Dallas, TX
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04/11/2017 - 12/31/2018 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) DALLAS, TX
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01/27/2015 - 12/31/2018 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) Dallas, TX
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04/26/2011 - 01/13/2015 BOSC, INC. (CRD#:17530) DALLAS, TX
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Investment Adviser
Disclosures
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