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Advisor at WILLIS TOWERS WATSON SECURITIES, LLC
CHICAGO, IL | Richardson, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON SECURITIES, LLC | Former SEC adviser | Sep 17, 2026 | n/a | yes | CHICAGO, IL|Richardson, TX | Current employment |
| MISSIONSQUARE RETIREMENT | Bd affiliated wealth | Dec 1, 2025 | Sep 3, 2026 | no | WASHINGTON, DC|Frisco, TX | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Jun 15, 2022 | Sep 16, 2025 | no | PLANO, TX|PLANO, TX | Previous registration |
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | Jun 16, 2021 | Jun 10, 2022 | no | FORT WORTH, TX|Addison, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MISSIONSQUARE RETIREMENT | WILLIS TOWERS WATSON SECURITIES, LLC | Sep 3, 2026 | Sep 17, 2026 | 14 | Firm change | Ibd to new firm |
| FISHER INVESTMENTS | MISSIONSQUARE RETIREMENT | Sep 16, 2025 | Dec 1, 2025 | 76 | Firm change | RIA to ibd |
| FIRST COMMAND ADVISORY SERVICES | FISHER INVESTMENTS | Jun 10, 2022 | Jun 15, 2022 | 5 | Firm change | Ibd to RIA |