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.
- Title
- Associate Wealth Advisorreportedlinscombwealth.comfirm site, Sep 15, 2026
- Designations
- CFPreportedlinscombwealth.comas printed on the bio page, Sep 16, 2026
- Professional profile
- linscombwealth.com/team/irving-reynareportedlinscombwealth.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 Mar 11, 2021 · Houston, Tx
- Linscomb Wealth, Inc. independent RIAJun 12, 2019 to Dec 31, 2020 · Houston, Tx
- RBC Capital Markets, LLC national BDMay 11, 2015 to Jan 30, 2018 · Austin, Tx
- Hilltop Securities Inc. BD affiliatedMar 28, 2014 to Jun 11, 2015 · Houston, Tx
- RBC Capital Markets, LLC to Linscomb Wealth, Inc.left Jan 30, 2018, registered Jun 12, 2019 (498 days) · Affiliated broker-dealer or bank to independent RIA
- Hilltop Securities Inc. to RBC Capital Markets, LLCleft Jun 11, 2015, registered May 11, 2015 (-31 days) · Other · moved with a team
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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address