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Heidi Leuppi Davis

Linscomb Wealth, Inc.

Houston, TX

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Current Employers
Linscomb Wealth, Inc.

1333 West Loop South Suite 1500, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-12
  • TX RA
    APPROVED
    Since 2021-03-12

Branch Locations

1333 West Loop South Suite 1500, Houston, TX 77027 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Linscomb & Williams Houston TX 06/1992 Present
  • 06/1992 → Present
    Linscomb & Williams
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-07-29
  • S63 Uniform Securities Agent State Law Examination
    1988-07-29
Designations
Other Names
  • Heidi Leuppi Davis
  • Heidi Leuppi

View on SEC IAPD

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