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.
Shala L Walker
- Title
- Director of Wealth Planningreportedlinscombwealth.comfirm site, Sep 15, 2026
- Designations
- CFP, CPWAreportedlinscombwealth.comas printed on the bio page, Sep 16, 2026
- Professional profile
- linscombwealth.com/team/shala-walkerreportedlinscombwealth.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.
- Linscomb Wealth, Inc. independent RIA currentsince Apr 17, 2026 · Houston, Tx
- Mar Vista Investment Partners, LLC otherFeb 9, 2023 to Jan 31, 2024 · Los Angeles, Ca
- Stavis & Cohen Private Wealth, LLC formerMar 5, 2021 to Jan 18, 2023 · Houston, Tx
- Scf Private Wealth Holdings, LLC formerMar 31, 2020 to Mar 15, 2021 · Houston, Tx
- Fsc Securities Corporation formerFeb 14, 2020 to Jul 8, 2022 · Houston, Tx
- Mercer Global Advisors Inc. independent RIAJul 23, 2018 to Nov 5, 2019 · Houston, Tx
- Morgan Stanley wirehouseMar 26, 2013 to Sep 2, 2016 · Houston, Tx
- Strategic Advisers LLC national BDFeb 7, 2012 to Mar 11, 2013 · The Woodlands, Tx
- Mar Vista Investment Partners, LLC to Linscomb Wealth, Inc.left Jan 31, 2024, registered Apr 17, 2026 (807 days) · Other
- Stavis & Cohen Private Wealth, LLC to Mar Vista Investment Partners, LLCleft Jan 18, 2023, registered Feb 9, 2023 (22 days) · Other
- Fsc Securities Corporation to Scf Private Wealth Holdings, LLCleft Jul 8, 2022, registered Mar 31, 2020 (-829 days) · Affiliated broker-dealer or bank to independent RIA
- Scf Private Wealth Holdings, LLC to Stavis & Cohen Private Wealth, LLCleft Mar 15, 2021, registered Mar 5, 2021 (-10 days) · RIA to RIA · moved with a team
- Mercer Global Advisors Inc. to Fsc Securities Corporationleft Nov 5, 2019, registered Feb 14, 2020 (101 days) · RIA to affiliated broker-dealer or bank
- Morgan Stanley to Mercer Global Advisors Inc.left Sep 2, 2016, registered Jul 23, 2018 (689 days) · Wirehouse to independent RIA
- Strategic Advisers LLC to Morgan Stanleyleft Mar 11, 2013, registered Mar 26, 2013 (15 days) · Affiliated broker-dealer or bank to wirehouse
- Shala L Walker left Mar Vista Investment Partners, Llc for Linscomb Wealth, Inc. (registered 2026-04-17)Jan 31, 2024 · Advisor changed firm · fact
- Shala L Walker left Stavis & Cohen Private Wealth, Llc for Mar Vista Investment Partners, Llc (registered 2023-02-09)Jan 18, 2023 · Advisor changed firm · fact
- Shala L Walker left Fsc Securities Corporation for Scf Private Wealth Holdings, Llc (registered 2020-03-31)Jul 8, 2022 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address