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5847 San Felipe Suite 1500, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-08 |
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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Houston | TX | 04/2021 | 12/2021 |
| Massmutual Life Insurance Co | Houston | TX | 04/2021 | 12/2021 |
| Massmutual Life Insurance Co | Houston | TX | 06/2020 | 04/2021 |
| University Of Houston | Houston | TX | 01/2020 | 12/2021 |
| Houston Community College | Katy | TX | 06/2018 | 12/2019 |
| Cracker Barrel Old Country Store | Katy | TX | 01/2018 | 04/2020 |
| Spring Creek Barbecue | Katy | TX | 10/2017 | 12/2017 |
| Secondary Education | Katy | TX | 04/2011 | 05/2018 |
| Unemployed | Katy | TX | 04/2020 | 05/2020 |
| Fsc Securities Corporation | Houston | TX | 12/2021 | 07/2022 |
| Stavis & Cohen Private Wealth, Llc | Houston | TX | 12/2021 | 03/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2022 | 12/2022 |
| Corient | Houston | TX | 01/2023 | 03/2026 |
| Corient Services Llc | Miami | FL | 07/2023 | 03/2026 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Willis Johnson & Associates, Inc. | Houston | TX | 03/2026 | Present |
| Willis Johnson & Associates, Inc. | Houston | TX | 03/2026 | Present |
University of Houston, not investment related, 22400 Grand Circle Blvd., Katy, TX 77540, Higher Education Instiitution, Adjunct Professor, part time faculty, Aug 2025, 12 hours/month, 0 during trading hours, teaching one Intro to Personal Finance course
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-21 |
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