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3773 Richmond Avenue Suite 700, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
3773 Richmond Avenue Suite 700, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willis Johnson & Associates | Houston | TX | 03/2014 | 01/2020 |
| Altruvista Wealth | Houston | TX | 01/2020 | 06/2023 |
| Mosaic Advisors | Houston | TX | 06/2023 | Present |
Name of other business: Westbury Little League; Is business Investment related: No; Address of other business: 5300 Dryad, Houston, Texas 77035; Nature of other business: 501(c)3 Baseball League; Your position: VP of Finance; Start date of relationship: 10/1/2024; Approx. % of time/month devote to other business: 5%; Briefly describe duties: Accounting, reconciliation and AR/AP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-14 |
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