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1333 West Loop South Suite 1500, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-05 |
Branch Locations
1333 West Loop South Suite 1500, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tolleson Wealth Management | Dallas | TX | 10/2005 | 08/2017 |
| Westwood Trust | Dallas | TX | 11/2017 | 04/2019 |
| Westwood Advisors, Llc | Dallas | TX | 05/2018 | 04/2019 |
| Neal Wadley | Dallas | TX | 09/2017 | 11/2017 |
| Linscomb Wealth, Inc. | Houston | TX | 08/2022 | Present |
| Bmo Wealth Management | Dallas | TX | 04/2019 | 08/2022 |
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