Vicki Lynn Joern

Current Employers

Employment History

• 04/2011 → Present
  Vicki Joern, Sole Proprietor
  Houston, TX
• 03/2020 → 11/2021
  Gradient Advisors
  Arden Hills, MN
• 11/2021 → 01/2025
  Impact Partnership Wealth, Llc
  Marietta, GA
• 10/2021 → Present
  Bee Financial Partners Llc
  Houston, TX
• 07/2024 → Present
  Bee Financial Partners Wealth, Llc
  Houston, TX
• 11/2012 → 10/2021
  Bee Financial Partners
  Houston, TX
• 06/2016 → 03/2020
  Usa Financial Securities
  Ada, MI

Previous Registrations

• 2021-11-10 → 2025-01-13
  Impact Partnership Wealth, Llc
  Houston, TX
• 2020-04-01 → 2021-11-05
  Gradient Advisors, Llc
  Houston, TX
  Houston, TX
  Arden Hills, MN
• 2016-06-28 → 2020-04-01
  Usa Financial Securities Llc
  Houston, TX
  Houston, TX
  Ada, MI
• 2012-10-10 → 2016-06-28
  Westpark Wealth Advisors, Inc.
  Houston, TX
  Houston, TX
• 2011-06-13 → 2012-09-04
  Madison Avenue Securities, Llc
  San Diego, CA
  Houston, TX
• 2006-03-13 → 2010-05-07
  Momentum Independent Network Inc.
  Cypress, TX
  Houston, TX
• 2003-01-15 → 2006-03-08
  Chase Investment Services Corp.
  Kingwood, TX
• 2000-12-04 → 2002-06-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX

Other Businesses

1) BEE FINANCIAL PARTNERS LLC, INVESTMENT RELATED; 12006 KNOBCREST DR, HOUSTON, TX 77070, FIXED INSURANCE SALES, LIFE, LONG-TERM CARE AND DISABILITY INSURANCE; OWNER; START DATE OCTOBER 2021; APPROX. 30 HRS/MO; 7.5 HRS/WK; DUTIES; OBTAIN PROSPECTUS, PROVIDE PROPOSALS, COMPLETE APPLICATIONS, DELIVER POLICIES & COORDINATE ALL RELATED ACTIVITIES USING INSURANCE MARKETING ORGS. 2) RICP® - RETIREMENT INCOME CERTIFIED PROFESSIONAL 2) ASSOCIATION OF FINANCIAL CONSULTANTS; NON INVESTMENT RELATED; LONGWOOD, FL; NON PROFIT 501C3; MEMBER AND EDUCATOR; 1/5/2024; 40HRS/MO; 20HRS/MO DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-01

Other Names

• Vicki Lynn Huffman
• Vicki Joern