RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Matthew L Lankford
- Title
- Wealth Advisorreportedavidianwealth.comfirm site, Sep 15, 2026
- Years, as the firm states
- 20reportedavidianwealth.com“Matthew Lankford is a financial professional with over 20 years of experience in wealth management.”
- Professional profile
- avidianwealth.com/team-member/matthew-l-lankfordreportedavidianwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Avidian Wealth Solutions independent RIA currentsince Jan 24, 2023 · Houston, Tx
- Rj Capital LLC formerJan 15, 2019 to Jul 28, 2023 · Houston, Tx
- Rj Capital, LLC formerMar 8, 2012 to Jan 11, 2019 · Houston, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 25, 2010 to Mar 6, 2012 · Houston, Tx
- The Mutual Fund Store unclassifiedApr 28, 2009 to Oct 26, 2010 · Webster, Tx
- The Mutual Fund Store unclassifiedApr 28, 2009 to Oct 13, 2010 · Houston, Tx
- Stanford Capital Management, LLC unclassifiedJun 11, 2008 to Mar 20, 2009 · Houston, Tx
- Arrowhead Asset Management state registeredJan 23, 2003 to Jun 20, 2008 · San Marcos, Tx
- Rj Capital LLC to Avidian Wealth Solutionsleft Jul 28, 2023, registered Jan 24, 2023 (-185 days) · RIA to RIA · moved with a team
- Rj Capital, LLC to Rj Capital LLCleft Jan 11, 2019, registered Jan 15, 2019 (4 days) · channel change inside one enterprise, not a move · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Rj Capital, LLCleft Mar 6, 2012, registered Mar 8, 2012 (2 days) · Other
- The Mutual Fund Store to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 26, 2010, registered Oct 25, 2010 (-1 days) · Other
- The Mutual Fund Store to The Mutual Fund Storeleft Oct 13, 2010, registered Apr 28, 2009 (-533 days) · Other
- Stanford Capital Management, LLC to The Mutual Fund Storeleft Mar 20, 2009, registered Apr 28, 2009 (39 days) · Other
- Arrowhead Asset Management to Stanford Capital Management, LLCleft Jun 20, 2008, registered Jun 11, 2008 (-9 days) · Other
- Matthew L Lankford left Rj Capital Llc for Avidian Wealth Solutions (registered 2023-01-24)Jul 28, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address