DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MISSION WEALTH MANAGEMENT, LP
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 |
|---|---|---|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | Independent wealth | Jan 28, 2025 | n/a | yes | Houston, TX | Current employment |
| LOGIC CAPITAL MANAGEMENT, LLC | Former SEC adviser | Oct 15, 2020 | Mar 11, 2025 | no | HOUSTON, TX | Previous registration |
| INTEGRA WEALTH ADVISORS, LLC | Independent wealth | Nov 17, 2011 | Oct 1, 2020 | no | HOUSTON, TX | Previous registration |
| WILLIS JOHNSON WEALTH | Independent wealth | Jan 20, 2009 | Dec 9, 2010 | no | HOUSTON, TX | Previous registration |
| FSC SECURITIES CORPORATION | Former SEC adviser | Nov 26, 2007 | Sep 3, 2010 | no | HOUSTON, TX | Previous registration |
| LINSCOMB WEALTH, INC. | Independent wealth | Mar 30, 2001 | Dec 1, 2007 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LOGIC CAPITAL MANAGEMENT, LLC | MISSION WEALTH MANAGEMENT, LP | Mar 11, 2025 | Jan 28, 2025 | -42 | Firm change after gap | RIA to RIA |
| INTEGRA WEALTH ADVISORS, LLC | LOGIC CAPITAL MANAGEMENT, LLC | Oct 1, 2020 | Oct 15, 2020 | 14 | Firm change | Other |
| WILLIS JOHNSON WEALTH | INTEGRA WEALTH ADVISORS, LLC | Dec 9, 2010 | Nov 17, 2011 | 343 | Firm change | Other |
| FSC SECURITIES CORPORATION | WILLIS JOHNSON WEALTH | Sep 3, 2010 | Jan 20, 2009 | -591 | Firm change after gap | Other |
| LINSCOMB WEALTH, INC. | FSC SECURITIES CORPORATION | Dec 1, 2007 | Nov 26, 2007 | -5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 137902:113057:TX:2025-03-11 | Mar 11, 2025 | Jan 28, 2025 | HOUSTON, TX | Firm change after gap |