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2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-17 |
Branch Locations
2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States
1725 Hughes Landing Blvd. Suite 1225, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avion Wealth | The Woodlands | TX | 01/2024 | 09/2024 |
| Chisholm Trail Financial Group | Round Rock | TX | 06/2019 | 08/2019 |
| Chisholm Trail Financial Group | Round Rock | TX | 06/2020 | 03/2022 |
| Stone Wealth Management | Austin | TX | 03/2022 | 12/2023 |
| Texas A&M University | College Station | TX | 08/2016 | 05/2020 |
| Avidian Wealth Solutions | Austin | TX | 03/2022 | 12/2023 |
| Willis Johnson & Associates, Inc. | Houston | TX | 09/2024 | 05/2025 |
| Willis Johnson & Associates, Inc. | Houston | TX | 09/2024 | 05/2025 |
| Bogart Wealth, Llc | The Woodlands | TX | 06/2025 | Present |
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