# Courtney Paige Pregler

Courtney Paige Pregler of Dallas, TX appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form 13F (3), Form ADV (1).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2026-01-29 | Form ADV | [TOLLESON PRIVATE WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/111838) | CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| 2026-02-17 | Form 13F | [Tolleson Private Bank](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1803279&type=&dateb=&owner=include&count=40) | Chief Compliance Officer | DALLAS, TX |
| 2025-12-31 | Form 13F | [TPWM Services, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1772938&type=&dateb=&owner=include&count=40) | Chief Compliance Officer | DALLAS, TX |
| 2026-02-17 | Form 13F | [Tolleson Private Wealth Management, LLC](https://search.stillhousedata.com/firm/111838) | Chief Compliance Officer | DALLAS, TX |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.