Courtney Paige Pregler of Dallas, TX appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Courtney Paige Pregler appears on 4 filing roles across Form 13F (3), Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-29 | Form ADV | TOLLESON PRIVATE WEALTH MANAGEMENT | CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| 2026-02-17 | Form 13F | Tolleson Private Bank | Chief Compliance Officer | DALLAS, TX |
| 2025-12-31 | Form 13F | TPWM Services, Inc. | Chief Compliance Officer | DALLAS, TX |
| 2026-02-17 | Form 13F | Tolleson Private Wealth Management, LLC | Chief Compliance Officer | DALLAS, TX |