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Advisor at BOGART WEALTH, LLC
Houston, TX | THE WOODLANDS, TX | MCLEAN, VA
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 |
|---|---|---|---|---|---|---|
| BOGART WEALTH, LLC | Independent wealth | Dec 14, 2023 | n/a | yes | THE WOODLANDS, TX|MCLEAN, VA|Houston, TX | Current employment |
| THE MATHER GROUP, LLC | Independent wealth | Aug 11, 2017 | Sep 25, 2023 | no | Chicago, IL | Previous registration |
| WILLIS JOHNSON WEALTH | Independent wealth | Mar 9, 2016 | Jul 20, 2017 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE MATHER GROUP, LLC | BOGART WEALTH, LLC | Sep 25, 2023 | Dec 14, 2023 | 80 | Firm change | RIA to RIA |
| WILLIS JOHNSON WEALTH | THE MATHER GROUP, LLC | Jul 20, 2017 | Aug 11, 2017 | 22 | Firm change | Other |