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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-28
  • TX RA
    APPROVED
    Since 2023-03-28

Branch Locations

Houston, TX • United States

11 Greenway Plz Ste 3000, Houston, TX 77046 • 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
Ameriprise Financial Services, Llc Houston TX 01/2022 Present
Roberts Wealth Management Sugar Land TX 02/2021 01/2022
Eagle Pointe Recreation Complex Mont Belvieu TX 01/2019 10/2020
Cetera Investors Houston TX 02/2020 05/2020
S&B Engineers And Constructors Mont Belvieu TX 06/2017 08/2017
Pizza Hut Mont Belvieu TX 06/2018 01/2019
Eagle Pointe Recreation Complex Mont Belvieu TX 12/2015 06/2017
University Of Houston Houston TX 10/2020 02/2021
Blinn College - Bryan Bryan TX 08/2017 06/2018
  • 01/2022 → Present
    Houston, TX
  • 02/2021 → 01/2022
    Roberts Wealth Management
    Sugar Land, TX
  • 01/2019 → 10/2020
    Eagle Pointe Recreation Complex
    Mont Belvieu, TX
  • 02/2020 → 05/2020
    Cetera Investors
    Houston, TX
  • 06/2017 → 08/2017
    S&B Engineers And Constructors
    Mont Belvieu, TX
  • 06/2018 → 01/2019
    Pizza Hut
    Mont Belvieu, TX
  • 12/2015 → 06/2017
    Eagle Pointe Recreation Complex
    Mont Belvieu, TX
  • 10/2020 → 02/2021
    University Of Houston
    Houston, TX
  • 08/2017 → 06/2018
    Blinn College - Bryan
    Bryan, TX
Other Businesses

Outside Employment; Tiras Wealth Management LLC; AFA/Executive Liaison; Manage advisory business; 11 Greenway, #3000, Houston, TX, 77046; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-20
  • S66 Uniform Combined State Law Examination
    2023-03-20
Other Names
  • Joey Willey
  • Joseph Willey
  • Joseph Daniel Willey

View on SEC IAPD

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