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5847 San Felipe Suite 1500, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-01 |
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 |
|---|---|---|---|---|
| Willis Johnson Wealth | Houston | TX | 05/2026 | Present |
| Willis Johnson Wealth | Houston | TX | 05/2026 | Present |
| Verde Wealth Group | Houston | TX | 09/2024 | 05/2026 |
| Idea Public Schools | San Antonio | TX | 06/2016 | 06/2017 |
| Helix Insurance & Financial Services | San Antonio | TX | 06/2017 | 03/2018 |
| Usaa | San Antonio | TX | 03/2018 | 03/2019 |
| Wgu-Texas | Austin | TX | 03/2019 | 12/2019 |
| Impact Money Management Llc | San Antonio | TX | 01/2020 | 01/2021 |
| San Antonio Isd | San Antonio | TX | 06/2020 | 06/2021 |
| N/A | San Antonio | TX | 07/2021 | 08/2021 |
| Department Of Justice | Quantico | VA | 09/2021 | 12/2021 |
| Verde Wealth Group | Houston | TX | 01/2022 | 08/2024 |
| Valmark Securities | Akron | OH | 11/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-09 |
| S65 | Uniform Investment Adviser Law Examination | 2012-03-21 |
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