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

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 2, 2022

First registration

Dec 2, 2022

Dual registered

no

IAPD individual key

7535788

• Occurred

  Jul 25, 2025
  Advisor changed firm

  Sabrina Atalia Ortega left Rbc Capital Markets, Llc for Linscomb Wealth, Inc. (registered 2025-09-02)

  Form ADVobserved 5 days ago
• Occurred

  Apr 9, 2025
  Advisor changed firm

  Sabrina Atalia Ortega left Charles Schwab & Co., Inc. for Rbc Capital Markets, Llc (registered 2025-06-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1e13a52d-fe6c-d3f5-7ae7-0aaeb5151688

First observed

Dec 2, 2022

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.