Does maintaining a place of business in the state trigger a notice filing (regardless of number of clients)?
7 TAC §  116.1(b)(2)(C)(2017).

What is the maximum number of clients adviser can have in the state without triggering a notice filing?

7 TAC § 116.1(b)(2)(C)(2017).

What sorts of clients are not counted for purposes of determining whether to notice file?

Texas does not have an exclusion for institutional clients.

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