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RIA / WealthAdvisorCertified Financial Planner29 years in industry

TROY WAYNE TAYLOR

Advisor at AVIDIAN WEALTH SOLUTIONS

SAN ANTONIO, TX | HOUSTON, TX

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Search this name across graphsid dfx:ria:f879700f-05e9-9dbe-58c6-4ee97fd15c41

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 30, 2001 to Sep 15, 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: AVIDIAN WEALTH SOLUTIONS
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: Apr 7, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Apr 7, 1997
First registration: Jun 30, 2001
Dual registered: no
IAPD individual key: 2857707

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
AVIDIAN WEALTH SOLUTIONS	Independent wealth	Jan 20, 2026	n/a	yes	HOUSTON, TX\|SAN ANTONIO, TX	Current employment
LINSCOMB WEALTH, INC.	Independent wealth	Mar 12, 2021	Feb 3, 2026	no	HOUSTON, TX	Previous registration
LINSCOMB WEALTH, INC.	Independent wealth	Jan 27, 2015	Dec 31, 2020	no	HOUSTON, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 15, 2013	Jan 23, 2015	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|THE WOODLANDS, TX\|SUGARLAND, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|SAN ANTONIO, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|SAN DIEGO, CA\|HOUSTON, TX	Previous registration
AMEGY INVESTMENTS, INC.	Former SEC adviser	Jan 26, 2004	Jul 11, 2013	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jun 30, 2001	Sep 10, 2002	no	HOUSTON, 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
LINSCOMB WEALTH, INC.	AVIDIAN WEALTH SOLUTIONS	Feb 3, 2026	Jan 20, 2026	-14	Firm change	RIA to RIA
LPL FINANCIAL LLC	LINSCOMB WEALTH, INC.	Jan 23, 2015	Jan 27, 2015	4	Firm change	Other
AMEGY INVESTMENTS, INC.	LPL FINANCIAL LLC	Jul 11, 2013	Jul 15, 2013	4	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	AMEGY INVESTMENTS, INC.	Sep 10, 2002	Jan 26, 2004	503	Firm change after gap	Other

Relationships

Registered with (5)

→ AVIDIAN WEALTH SOLUTIONSRegistered adviserregistration: current employment
Jan 20, 2026 to presentfactForm ADV
→ LINSCOMB WEALTH, INC.Registered adviserregistration: previous registration
Mar 12, 2021 to Feb 3, 2026factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 15, 2013 to Jan 23, 2015factForm ADV
→ AMEGY INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 26, 2004 to Jul 11, 2013factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jun 30, 2001 to Sep 10, 2002factForm ADV

Dated events

Occurred
Feb 3, 2026
Advisor changed firm
Troy Wayne Taylor left Linscomb Wealth, Inc. for Avidian Wealth Solutions (registered 2026-01-20)
Form ADVobserved 4 days ago