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Patrick Scott Incerto

Icon Wealth Partners

Houston, TX

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Current Employers
Icon Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-08
  • TX RA
    APPROVED
    Since 2025-05-08

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
Icon Wealth Partners, Llc Houston TX 09/2024 Present
Self-Employment Austin TX 03/2023 08/2024
Mountain Capital Partners Durango CO 04/2019 02/2023
Mountain Capital Partners Austin TX 04/2019 02/2023
Self-Employment Austin TX 12/2016 04/2019
Vinson & Elkins Llp Houston TX 10/2013 12/2016
  • 09/2024 → Present
    Icon Wealth Partners, Llc
    Houston, TX
  • 03/2023 → 08/2024
    Self-Employment
    Austin, TX
  • 04/2019 → 02/2023
    Mountain Capital Partners
    Durango, CO
  • 04/2019 → 02/2023
    Mountain Capital Partners
    Austin, TX
  • 12/2016 → 04/2019
    Self-Employment
    Austin, TX
  • 10/2013 → 12/2016
    Vinson & Elkins Llp
    Houston, TX
Other Businesses

RJE Ranch, LLC Address: PO Box 300693, Austin, TX 78703 Investment Related: No Business: Real Estate Holding Position: Manager/Member Hours/Month: 1 Duties: Admin RJE Energy, LLC Address: PO Box 300693, Austin, TX 78703 Investment Related: No Business: Investment Holding Position: Manager Hours/Month: 1 Duties: Admin E&P Ventures, LLC Address: PO Box 300693, Austin, TX 78703 Investment Related: No Business: Investment Holding Position: Manager/Member Hours/Month: 1 Duties: Admin YF Partners, LLC Address: PO Box 300693, Austin, TX 78703 Investment Related: No Business: Real Estate Holding Position: Manager Hours/Month: 1 Duties: Admin

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-01
  • S65 Uniform Investment Adviser Law Examination
    2025-03-01

View on SEC IAPD

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