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540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-10 |
Branch Locations
540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carson Group | Omaha | NE | 09/2022 | 01/2024 |
| Plancorp Llc. | Saint Louis | MO | 05/2020 | 08/2022 |
| Texas Tech University | Lubbock | TX | 08/2015 | 12/2020 |
| Chipotle | Lubbock | TX | 01/2016 | 12/2019 |
| Willis Johnson & Associates, Inc. | Houston | TX | 01/2024 | 10/2024 |
| Willis Johnson & Associates | Houston | TX | 01/2024 | 10/2024 |
| Plancorp, Llc | Houston | TX | 11/2025 | Present |
| Austin Wealth Management | Houston | TX | 01/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-20 |
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