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Karlee Anna Davis

Willis Johnson Wealth

Houston, TX

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Current Employers
Willis Johnson Wealth

5847 San Felipe Suite 1500, Houston, TX 77057 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-31
  • TX RA
    APPROVED
    Since 2025-07-31

Branch Locations

5847 San Felipe Suite 1500, Houston, TX 77057 • 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
Willis Johnson & Associates Houston TX 01/2025 Present
Tolleson Wealth Management Dallas TX 06/2024 08/2024
Helmerich & Payne Tulsa OK 05/2023 08/2023
Texas A&M University College Station TX 08/2021 12/2024
Unemployed Richmond TX 01/2015 06/2021
  • 01/2025 → Present
    Willis Johnson & Associates
    Houston, TX
  • 06/2024 → 08/2024
    Tolleson Wealth Management
    Dallas, TX
  • 05/2023 → 08/2023
    Helmerich & Payne
    Tulsa, OK
  • 08/2021 → 12/2024
    Texas A&M University
    College Station, TX
  • 01/2015 → 06/2021
    Unemployed
    Richmond, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-25
  • S65 Uniform Investment Adviser Law Examination
    2025-06-25

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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