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Tolleson Wealth Management, Inc.

Active Dallas, TX

Tolleson Wealth Management, Inc. Overview

Tolleson Wealth Management, Inc. filed as a Domestic For-Profit Corporation in the State of Texas on Tuesday, April 30, 2002 and is approximately twenty-four years old, as recorded in documents filed with Texas Secretary of State.

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Name
John C. Tolleson 16 ~ Background Report ~	Director Executive Chairman President Chief Executive Officer
J. Carter Tolleson 3 ~ Background Report ~	Director CEO/President CEO CEO/President of Tbp
Eric W. Bennett 6 ~ Background Report ~	Director Cio
Tracie Klein 3 ~ Background Report ~	Director Vp/Secreta Secretary Vice President VP/Secretary
Debra J. Tolleson 1 ~ Background Report ~	Director
Richard Dary Stone ~ Background Report ~	Director
Andrea Hulcy 2 ~ Background Report ~	CFO/Evp Vice President CFO/Vp
J. Richard Joyner 1 ~ Background Report ~	President, Tpwm President Director
Richard Joyner 3 ~ Background Report ~	President Director Chief Executive Officer
Carter Tolleson 2 ~ Background Report ~	President Director
Gene H. Bishop 2 ~ Background Report ~	Director
Rick Lafitte ~ Background Report ~	Director President, TPB

Showing 8 records out of 12

Other Companies for Tolleson Wealth Management, Inc.

Tolleson Wealth Management, Inc. is listed as an officer of another company.

Name	Status	Incorporated	Key People	Role
Tolleson Insurance Services, LLC	Inactive	2012	2	Member

Texas Secretary of State

Filing Type:	Domestic For-Profit Corporation
Status:	Active In existence
State:	Texas
State ID:	800079577
Date Filed:	Tuesday, April 30, 2002
Registered Agent	Philip Taken

Corporate Notes

Source	Date	Type	Note
	4/30/2002	Articles of Incorporation
	12/23/2002	Articles of Amendment
	4/10/2003	Articles of Amendment
	4/25/2003	Articles of Amendment
	12/31/2003	Public Information Report (PIR)
	12/31/2004	Public Information Report (PIR)
	12/31/2005	Public Information Report (PIR)
	8/25/2006	Change of Registered Agent/Office
	12/31/2006	Public Information Report (PIR)
	12/31/2008	Public Information Report (PIR)
	12/31/2009	Public Information Report (PIR)
	12/31/2010	Public Information Report (PIR)
	12/31/2012	Public Information Report (PIR)
	12/31/2013	Public Information Report (PIR)
	12/31/2014	Public Information Report (PIR)
	12/31/2015	Public Information Report (PIR)
	12/31/2016	Public Information Report (PIR)
	4/26/2017	Certificate of Amendment
	12/31/2017	Public Information Report (PIR)
	12/31/2018	Public Information Report (PIR)
	12/31/2019	Public Information Report (PIR)
	12/14/2020	Change of Registered Agent/Office
	12/31/2020	Public Information Report (PIR)
	12/31/2021	Public Information Report (PIR)

Trademarks for Tolleson Wealth Management, Inc.

	Rock Bluff Serial Number: 86207876 Drawing Code: 4000
	Tolleson Serial Number: 85646532 Drawing Code: 4000
	Tolleson Wealth Management Serial Number: 85221339 Drawing Code: 4000
	Tolleson Private Bank Serial Number: 85221345 Drawing Code: 4000
	T Serial Number: 85221350 Drawing Code: 3000