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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Shala L Walker

Advisor at LINSCOMB WEALTH, INC.

HOUSTON, TX

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Search this name across graphsid dfx:ria:f4993e68-5cea-b186-6955-d97e525ba665

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Feb 7, 2012 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: 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: Feb 6, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Feb 6, 2012
First registration: Feb 7, 2012
Dual registered: no
Other names: Shala Walker|Shala LaDon Walker|SHALA L WALKER
IAPD individual key: 5678236

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
LINSCOMB WEALTH, INC.	Independent wealth	Apr 17, 2026	n/a	yes	HOUSTON, TX	Current employment
MAR VISTA INVESTMENT PARTNERS, LLC	Other adviser	Feb 9, 2023	Jan 31, 2024	no	LOS ANGELES, CA\|Houston, TX	Previous registration
STAVIS & COHEN PRIVATE WEALTH, LLC	Former SEC adviser	Mar 5, 2021	Jan 18, 2023	no	HOUSTON, TX	Previous registration
SCF PRIVATE WEALTH HOLDINGS, LLC	Former SEC adviser	Mar 31, 2020	Mar 15, 2021	no	HOUSTON, TX	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Feb 14, 2020	Jul 8, 2022	no	HOUSTON, TX	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Jul 23, 2018	Nov 5, 2019	no	Houston, TX	Previous registration
MORGAN STANLEY	Wirehouse	Mar 26, 2013	Sep 2, 2016	no	Houston, TX\|Houston, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 7, 2012	Mar 11, 2013	no	THE WOODLANDS, TX\|HOUSTON, TX\|HOUSTON, TX\|JACKSONVILLE, FL	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
MAR VISTA INVESTMENT PARTNERS, LLC	LINSCOMB WEALTH, INC.	Jan 31, 2024	Apr 17, 2026	807	Firm change after gap	Other
STAVIS & COHEN PRIVATE WEALTH, LLC	MAR VISTA INVESTMENT PARTNERS, LLC	Jan 18, 2023	Feb 9, 2023	22	Firm change	Other
FSC SECURITIES CORPORATION	SCF PRIVATE WEALTH HOLDINGS, LLC	Jul 8, 2022	Mar 31, 2020	-829	Firm change after gap	Ibd to RIA
SCF PRIVATE WEALTH HOLDINGS, LLC	STAVIS & COHEN PRIVATE WEALTH, LLC	Mar 15, 2021	Mar 5, 2021	-10	Firm change	RIA to RIA
MERCER GLOBAL ADVISORS INC.	FSC SECURITIES CORPORATION	Nov 5, 2019	Feb 14, 2020	101	Firm change	RIA to ibd
MORGAN STANLEY	MERCER GLOBAL ADVISORS INC.	Sep 2, 2016	Jul 23, 2018	689	Firm change after gap	Wirehouse to RIA
STRATEGIC ADVISERS LLC	MORGAN STANLEY	Mar 11, 2013	Mar 26, 2013	15	Firm change	Ibd to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
151299:312366:TX:2021-03-15	Mar 15, 2021	Mar 5, 2021	HOUSTON, TX	Firm change

Relationships

Registered with (8)

→ LINSCOMB WEALTH, INC.Registered adviserregistration: current employment
Apr 17, 2026 to presentfactForm ADV
→ MAR VISTA INVESTMENT PARTNERS, LLCRegistered adviserregistration: previous registration
Feb 9, 2023 to Jan 31, 2024factForm ADV
→ STAVIS & COHEN PRIVATE WEALTH, LLCRegistered adviserregistration: previous registration
Mar 5, 2021 to Jan 18, 2023factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 14, 2020 to Jul 8, 2022factForm ADV
→ SCF PRIVATE WEALTH HOLDINGS, LLCRegistered adviserregistration: previous registration
Mar 31, 2020 to Mar 15, 2021factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Jul 23, 2018 to Nov 5, 2019factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 26, 2013 to Sep 2, 2016factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Feb 7, 2012 to Mar 11, 2013factForm ADV

Dated events

Occurred
Jan 31, 2024
Advisor changed firm
Shala L Walker left Mar Vista Investment Partners, Llc for Linscomb Wealth, Inc. (registered 2026-04-17)
Form ADVobserved 5 days ago
Occurred
Jan 18, 2023
Advisor changed firm
Shala L Walker left Stavis & Cohen Private Wealth, Llc for Mar Vista Investment Partners, Llc (registered 2023-02-09)
Form ADVobserved 5 days ago
Occurred
Jul 8, 2022
Advisor changed firm
Shala L Walker left Fsc Securities Corporation for Scf Private Wealth Holdings, Llc (registered 2020-03-31)
Form ADVobserved 5 days ago