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Advisor at LINSCOMB WEALTH, INC.
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 |
|---|---|---|---|---|---|---|
| LINSCOMB WEALTH, INC. | Independent wealth | Dec 2, 2021 | n/a | yes | HOUSTON, TX | Current employment |
| AVALON INVESTMENT & ADVISORY | Former SEC adviser | Jun 12, 2019 | Jul 1, 2021 | no | HOUSTON, TX | Previous registration |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Feb 26, 2019 | May 22, 2019 | no | Houston, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVALON INVESTMENT & ADVISORY | LINSCOMB WEALTH, INC. | Jul 1, 2021 | Dec 2, 2021 | 154 | Firm change | RIA to RIA |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | AVALON INVESTMENT & ADVISORY | May 22, 2019 | Jun 12, 2019 | 21 | Firm change | Ibd to RIA |