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RIA / WealthAdvisorCertified Financial Planner16 years in industry

Ryan McLin

Advisor at IMPACT WEALTH GROUP

FORT WORTH, TX

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Search this name across graphsid dfx:ria:e0240cda-2250-d756-8a38-60f5a8b2015c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 6, 2020 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IMPACT WEALTH GROUP
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 27, 2019
First registration: Jan 6, 2020
Dual registered: no
Other names: Ryan T McLin|Ryan Thomas McLin
IAPD individual key: 7099618

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IMPACT WEALTH GROUP	State registered	Aug 18, 2023	n/a	yes	FORT WORTH, TX	Current employment
PRIVATE CLIENT SERVICES, LLC	Bd affiliated wealth	Feb 16, 2023	Aug 15, 2023	no	Ft Worth, TX\|Ft Worth, TX\|Appleton, WI\|Baton Rouge, LA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Apr 9, 2020	Feb 22, 2023	no	STEPHENVILLE, TX\|Fort Worth, TX\|Denton, TX	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jan 6, 2020	Feb 7, 2020	no	ADDISON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRIVATE CLIENT SERVICES, LLC	IMPACT WEALTH GROUP	Aug 15, 2023	Aug 18, 2023	3	Firm change	Ibd to state RIA
AMERIPRISE FINANCIAL SERVICES, LLC	PRIVATE CLIENT SERVICES, LLC	Feb 22, 2023	Feb 16, 2023	-6	Firm change	Ibd to ibd
OSAIC FA, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Feb 7, 2020	Apr 9, 2020	62	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ IMPACT WEALTH GROUPRegistered adviserregistration: current employment
Aug 18, 2023 to presentfactForm ADV
→ PRIVATE CLIENT SERVICES, LLCRegistered adviserregistration: previous registration
Feb 16, 2023 to Aug 15, 2023factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Apr 9, 2020 to Feb 22, 2023factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 6, 2020 to Feb 7, 2020factForm ADV

Dated events

Occurred
Aug 15, 2023
Advisor changed firm
Ryan Mclin left Private Client Services, Llc for Impact Wealth Group (registered 2023-08-18)
Form ADVobserved 5 days ago
Occurred
Feb 22, 2023
Advisor changed firm
Ryan Mclin left Ameriprise Financial Services, Llc for Private Client Services, Llc (registered 2023-02-16)
Form ADVobserved 5 days ago