DFX Intelligence

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.

Advisor moves

Departures from Linscomb Wealth, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Cole William WheelerLinscomb Wealth, Inc. independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIAFeb 24, 2026Feb 26, 2026
Melissa Ausman BarkleyLinscomb Wealth, Inc. independent RIAAvidian Wealth Solutions independent RIARIA to RIAFeb 13, 2026Feb 13, 2026
Luke WuthrichLinscomb Wealth, Inc. independent RIAWillis Johnson Wealth independent RIARIA to RIAFeb 10, 2026Mar 30, 2026 (48 d)
Troy Wayne TaylorLinscomb Wealth, Inc. independent RIAAvidian Wealth Solutions independent RIARIA to RIAFeb 3, 2026Jan 20, 2026
Sheri Eddings RobinsonLinscomb Wealth, Inc. independent RIAAvidian Wealth Solutions independent RIARIA to RIAFeb 3, 2026Jan 20, 2026
Christopher Hanley RussellLinscomb Wealth, Inc. independent RIAAvidian Wealth Solutions independent RIARIA to RIAFeb 3, 2026Feb 2, 2026
Hernaldo RiveraLinscomb Wealth, Inc. independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 16, 2024Jun 20, 2025 (277 d)
Devoda D OwensLinscomb Wealth, Inc. independent RIAPrime Capital Financial mixed wealthRIA to RIAJul 15, 2024Jul 29, 2024
Lucas Anthony VeldhuisLinscomb Wealth, Inc. independent RIAThe Mather Group, LLC independent RIARIA to RIAJan 7, 2024Feb 9, 2024 (33 d)
Ashley Nicole TrlicaLinscomb Wealth, Inc. independent RIASaxon Financial Group independent RIARIA to RIAJun 30, 2023Jun 29, 2023
Brandon Craig IvyLinscomb Wealth, Inc. independent RIASaxon Financial Group independent RIARIA to RIAJun 21, 2023Jun 23, 2023
Grant Jonathan WilliamsLinscomb Wealth, Inc. independent RIAPrecedent Wealth Partners, LLC no RAUMRIA to a newly registered adviserMay 12, 2023Apr 21, 2023
George Franklin WilliamsLinscomb Wealth, Inc. independent RIAPrecedent Wealth Partners, LLC no RAUMRIA to a newly registered adviserMay 12, 2023Apr 21, 2023
Joseph Harold WilliamsLinscomb Wealth, Inc. independent RIAPrecedent Wealth Partners, LLC no RAUMRIA to a newly registered adviserMay 12, 2023Apr 21, 2023
Lantz Daryle BowmanLinscomb Wealth, Inc. independent RIAAdvisors Capital Management, LLC independent RIARIA to RIAApr 19, 2023Apr 17, 2023
Sarah Eloise WilliamsLinscomb Wealth, Inc. independent RIAPrecedent Wealth Partners, LLC independent RIARIA to RIAApr 14, 2023Apr 4, 2024 (356 d)
Lynnette Diane OkwuonuLinscomb Wealth, Inc. independent RIAThe Financial Advisory Group, LLC independent RIARIA to RIADec 31, 2020Feb 24, 2023 (785 d)
Laree KennedyLinscomb Wealth, Inc. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 3, 2019Oct 15, 2019
Jonathon Durst McadamsLinscomb Wealth, Inc. independent RIATpb Wealth Advisors, LLC independent RIARIA to RIAJun 26, 2019Jul 3, 2019
Peter Lewis FaustLinscomb Wealth, Inc. otherTanglewood Total Wealth Management, Inc. otherOtherMay 9, 2016May 16, 2016
Mark Alan KaufmanLinscomb Wealth, Inc. otherStanley Capital Management, LLC otherOtherFeb 28, 2014Mar 31, 2014 (31 d)
James Allen AtkinsonLinscomb Wealth, Inc. otherAvidian Wealth Solutions independent RIAOtherNov 12, 2013Mar 5, 2019 (1939 d)
Abigail Cheng GundersonLinscomb Wealth, Inc. otherTanglewood Total Wealth Management, Inc. otherOtherApr 26, 2013Jan 13, 2014 (262 d)
Matthew Etienne CaireLinscomb Wealth, Inc. otherPatriot Wealth Management, Inc. otherOtherApr 26, 2013May 1, 2013
Carolyn Elizabeth DouglasLinscomb Wealth, Inc. otherIntegra Wealth Advisors, LLC no RAUMOtherNov 17, 2011Nov 30, 2011
Shannon Jon PikeLinscomb Wealth, Inc. otherIntegra Wealth Advisors, LLC no RAUMOtherNov 17, 2011Nov 17, 2011
Andrew Austin PageLinscomb Wealth, Inc. otherMadison Partners independent RIAOtherApr 4, 2011Jul 27, 2026 (5593 d)
Tiffany VanhookLinscomb Wealth, Inc. otherForvis Mazars Wealth Advisors, LLC otherOtherJun 3, 2009Sep 22, 2008
Paige Pickar GuinnLinscomb Wealth, Inc. otherFsc Securities Corporation otherOtherDec 1, 2007Nov 26, 2007
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29 moves match.