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Alison Anne James

Worthwise Financial Partners

Houston, TX

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Current Employers
Worthwise Financial Partners

Houston, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-10-21
  • TX RA
    APPROVED
    Since 2021-10-21

Branch Locations

Houston, TX • 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
Squirrelfish Incorporated Houston TX 08/2014 11/2021
Worthwise Financial Partners, Llc Houston TX 08/2021 Present
  • 08/2014 → 11/2021
    Squirrelfish Incorporated
    Houston, TX
  • 08/2021 → Present
    Worthwise Financial Partners, Llc
    Houston, TX
Designations
Other Names
  • Alison Anne Mcilvain

View on SEC IAPD

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