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.

Current firm

LINSCOMB WEALTH, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

First registration

Sep 21, 2021

Dual registered

no

IAPD individual key

7429527

• Occurred

  Jul 17, 2026
  Advisor changed firm

  Wilson Matthew Boren left Cibc Private Wealth Advisors, Inc. for Linscomb Wealth, Inc. (registered 2026-07-17)

  Form ADVobserved 5 days ago
• Occurred

  Oct 17, 2023
  Advisor changed firm

  Wilson Matthew Boren left Texas Capital Bank Private Wealth Advisors for Cibc Private Wealth Advisors, Inc. (registered 2023-10-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:17804017-2856-ea23-a74a-9434c07ff65c

First observed

Sep 21, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.