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Matthew David Willis

Visionary Wealth Management LLC

Frisco, TX

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Current Employers
Visionary Wealth Management Llc

Mckinney, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-01-27
  • TX RA
    APPROVED
    Since 2017-01-27

Branch Locations

8778 Fisher Rd, Frisco, TX 75033 • 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
Solutionary/Ntt Security Omaha NE 09/2015 09/2018
Ncc Group Mckinney TX 09/2018 12/2019
Avanade Frisco TX 03/2020 Present
  • 09/2015 → 09/2018
    Solutionary/Ntt Security
    Omaha, NE
  • 09/2018 → 12/2019
    Ncc Group
    Mckinney, TX
  • 03/2020 → Present
    Avanade
    Frisco, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-11
  • S65 Uniform Investment Adviser Law Examination
    2009-12-11

View on SEC IAPD

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Other Offices

BSIP SLP GP, LLC · FRISCO, TX
MCCLURE CAPITAL ADVISORS, INC. · FRISCO, TX
MAVERICK TECH FUND MANAGER · FRISCO, TX
WAYMAKER PARTNERS, LLC · FRISCO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRISCO, TX
RBC CAPITAL MARKETS, LLC · Frisco, TX
CG ADVISORY SERVICES · Frisco, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRISCO, TX

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