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Advisor at AVIDIAN WEALTH SOLUTIONS
MENTONE, AL | HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS | Independent wealth | Feb 2, 2026 | n/a | yes | MENTONE, AL|HOUSTON, TX | Current employment |
| LINSCOMB WEALTH, INC. | Independent wealth | May 25, 2021 | Feb 3, 2026 | no | HOUSTON, TX|Huntsville, AL | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 16, 2014 | Nov 29, 2016 | no | HUNTSVILLE, AL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 6, 2008 | Mar 22, 2013 | no | MINNEAPOLIS, MN|CHARLOTTE, NC|BIRMINGHAM, AL|BIRMINGHAM, AL|HUNTSVILLE, AL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Apr 10, 2008 | no | HUNTSVILLE, AL | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Sep 28, 2005 | Apr 2, 2007 | no | HUNTSVILLE, AL|HUNTSVILLE, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LINSCOMB WEALTH, INC. | AVIDIAN WEALTH SOLUTIONS | Feb 3, 2026 | Feb 2, 2026 | -1 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | LINSCOMB WEALTH, INC. | Nov 29, 2016 | May 25, 2021 | 1,638 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | LPL FINANCIAL LLC | Mar 22, 2013 | Apr 16, 2014 | 390 | Firm change | Other |
| MORGAN STANLEY & CO. LLC | WELLS FARGO ADVISORS | Apr 10, 2008 | May 6, 2008 | 26 | Firm change | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106779:127186:AL:2026-02-03 | Feb 3, 2026 | Feb 2, 2026 | HUNTSVILLE, AL | Firm change |