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5847 San Felipe Suite 1500, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-10 |
Branch Locations
5847 San Felipe Suite 1500, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avion Wealth, Llc | The Woodlands | TX | 01/2023 | 05/2025 |
| Brownlee Wealth Management | The Woodlands | TX | 09/2022 | 11/2022 |
| Lonestar Wealth Management | Lubbock | TX | 01/2022 | 04/2022 |
| Willis Johnson & Associates | Houston | TX | 05/2022 | 08/2022 |
| Carpet Tech | Lubbock | TX | 07/2020 | 05/2021 |
| Texas Tech University | Lubbock | TX | 06/2019 | 12/2022 |
| Ttu K-12 | Lubbock | TX | 12/2017 | 05/2019 |
| Central High School | San Angelo | TX | 01/2015 | 12/2017 |
| Theory Planning Partners, Llc | Marblehead | MA | 05/2025 | 08/2025 |
| Willis Johnson & Associates, Inc. | Houston | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
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