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

Arrivals at 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
Wilson Matthew BorenCibc Private Wealth Advisors, Inc. BD affiliatedLinscomb Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 17, 2026Jul 17, 2026
Andrew Davis HamiltonOsaic Wealth, Inc. BD affiliatedLinscomb Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 17, 2025Jul 7, 2026 (293 d)
Sabrina Atalia OrtegaRBC Capital Markets, LLC national BDLinscomb Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 25, 2025Sep 2, 2025 (39 d)
Elizabeth PappasCorient independent RIALinscomb Wealth, Inc. independent RIARIA to RIAJul 8, 2024Jul 16, 2024
Matthew Stephen BrittonEdward Jones national BDLinscomb Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 15, 2024Apr 15, 2024
Shala L WalkerMar Vista Investment Partners, LLC otherLinscomb Wealth, Inc. independent RIAOtherJan 31, 2024Apr 17, 2026 (807 d)
Lucas Anthony VeldhuisThe Mather Group, LLC independent RIALinscomb Wealth, Inc. independent RIARIA to RIAJul 10, 2023Aug 7, 2023
Devoda D OwensErnst & Young Investment Advisers Llp no RAUMLinscomb Wealth, Inc. independent RIAOtherJul 20, 2022Aug 26, 2022 (37 d)
Abby Barnett SteiningerAvalon Investment & Advisory independent RIALinscomb Wealth, Inc. independent RIARIA to RIAJul 1, 2021Dec 2, 2021 (154 d)
Hernaldo RiveraYorktown Management And Research Co Inc asset managerLinscomb Wealth, Inc. independent RIAOtherDec 31, 2020Mar 23, 2023 (812 d)
Maryjane Margaret LecroySouthbridge independent RIALinscomb Wealth, Inc. independent RIARIA to RIAMar 26, 2020Apr 28, 2020 (33 d)
Laree KennedyConcourse Financial Group Advisors BD affiliatedLinscomb Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2019Sep 20, 2019
Neal Douglas WadleyWestwood Wealth Management independent RIALinscomb Wealth, Inc. independent RIARIA to RIAApr 29, 2019Nov 5, 2025 (2382 d)
Irving ReynaRBC Capital Markets, LLC national BDLinscomb Wealth, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 30, 2018Jun 12, 2019 (498 d)
Lantz Daryle BowmanRonald Blue & Co., LLC otherLinscomb Wealth, Inc. independent RIAOtherAug 1, 2017Oct 21, 2019 (811 d)
Christopher Hanley RussellLPL Financial LLC otherLinscomb Wealth, Inc. independent RIAOtherNov 29, 2016May 25, 2021 (1638 d)
Brandon Craig IvyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLinscomb Wealth, Inc. otherOtherNov 5, 2015Nov 17, 2015
Troy Wayne TaylorLPL Financial LLC otherLinscomb Wealth, Inc. otherOtherJan 23, 2015Jan 27, 2015
Melissa Ausman BarkleyPnc Managed Account Solutions, Inc. otherLinscomb Wealth, Inc. independent RIAOtherNov 15, 2013Nov 25, 2019 (2201 d)
Nicholas X IbanezHilltop Securities Inc. otherLinscomb Wealth, Inc. otherOtherMay 7, 2013Feb 6, 2018 (1736 d)
Phillip Paul HammanTolleson Private Wealth Management otherLinscomb Wealth, Inc. otherOtherApr 12, 2013May 6, 2013
Sheri Eddings RobinsonPnc Managed Account Solutions, Inc. otherLinscomb Wealth, Inc. otherOtherMar 13, 2013Mar 22, 2013
Peter Lewis FaustGfo Advisory Services, LLC otherLinscomb Wealth, Inc. otherOtherFeb 26, 2013May 12, 2014 (440 d)
Ryan Lenn PattersonUhy Capital Advisors, LLC unclassifiedLinscomb Wealth, Inc. otherOtherJan 19, 2012Feb 8, 2012
Abigail Cheng GundersonPnc Managed Account Solutions, Inc. otherLinscomb Wealth, Inc. otherOtherOct 12, 2011Nov 7, 2011
Lauren Janine RichMonroe Vos Consulting, Inc. otherLinscomb Wealth, Inc. otherOtherFeb 18, 2011Apr 18, 2012 (425 d)
Lynnette Diane OkwuonuMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLinscomb Wealth, Inc. otherOtherMar 4, 2008Apr 24, 2008 (51 d)
Andrew Austin PageUsf Advisors, LLC unclassifiedLinscomb Wealth, Inc. otherOtherMay 29, 2007Apr 23, 2008 (330 d)
Tiffany VanhookGoldman Sachs Wealth Services, L.P. otherLinscomb Wealth, Inc. otherOtherFeb 13, 2006Dec 18, 2006 (308 d)
Shannon Jon PikeFsc Securities Corporation otherLinscomb Wealth, Inc. otherOtherAug 11, 2004Dec 18, 2006 (859 d)
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30 moves match.