Best Investors Account Sign in
Inactive

Rachel Christine Mccoll

Icon Wealth Partners

Houston, TX

Claim This Profile
Current Employers
Icon Wealth Partners

1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-14
TX RA APPROVED 2026-05-14
  • NY RA
    APPROVED
    Since 2026-05-14
  • TX RA
    APPROVED
    Since 2026-05-14

Branch Locations

1980 Post Oak Boulevard Suite 1300, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mfs Fund Distributors, Inc. Boston MA 06/2018 05/2023
Mfs Investment Firm Boston MA 05/2017 08/2017
Bryant University Smithfield RI 01/2016 05/2018
Icon Wealth Partners, Llc Houston TX 05/2023 Present
  • 06/2018 → 05/2023
    Mfs Fund Distributors, Inc.
    Boston, MA
  • 05/2017 → 08/2017
    Mfs Investment Firm
    Boston, MA
  • 01/2016 → 05/2018
    Bryant University
    Smithfield, RI
  • 05/2023 → Present
    Icon Wealth Partners, Llc
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-19
S63 Uniform Securities Agent State Law Examination 2018-06-12
  • S65 Uniform Investment Adviser Law Examination
    2025-08-19
  • S63 Uniform Securities Agent State Law Examination
    2018-06-12
Other Names
  • Rachel Shaw
  • Rachel Christine Shaw

View on SEC IAPD

Other Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor