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William Darrell Willerson

Trb Wealth Management, LLC

Houston, TX

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Current Employers
Trb Wealth Management, Llc

9821 Katy Freeway, Suite 110, Houston, TX 77024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-08
  • TX RA
    APPROVED
    Since 2024-10-08

Branch Locations

9821 Katy Freeway, Suite 110, Houston, TX 77024 • 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
Lookout Capital Management, Lp Houston TX 09/2011 08/2017
Northern Trust Houston TX 08/2017 08/2024
Trb Wealth Management, Llc Houston TX 04/2024 Present
  • 09/2011 → 08/2017
    Lookout Capital Management, Lp
    Houston, TX
  • 08/2017 → 08/2024
    Northern Trust
    Houston, TX
  • 04/2024 → Present
    Trb Wealth Management, Llc
    Houston, TX
Previous Registrations
  • 2012-01-10 → 2017-08-08
    Lookout Capital Management, Lp
    Houston, TX
  • 2006-02-14 → 2011-12-31
    Fortress Asset Management Lp
    Houston, TX
  • 2003-06-03 → 2005-12-09
    Garcia Hamilton & Associates Lp
    Houston, TX
Designations
Other Names
  • Trey Willerson
  • William D Willerson
  • William D Willerson

View on SEC IAPD

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