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Advisor at WILLIS JOHNSON WEALTH
HOUSTON, 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 JOHNSON WEALTH | Independent wealth | Jul 30, 2020 | n/a | yes | HOUSTON, TX | Current employment |
| ALTRUVISTA LLC | Former SEC adviser | Sep 8, 2016 | Jun 8, 2020 | no | HOUSTON, TX | Previous registration |
| RESOURCE CONSULTING GROUP, INC. | State registered | Jun 20, 2012 | Dec 23, 2015 | no | AUSTIN, TX | Previous registration |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Jul 3, 2008 | May 4, 2012 | no | SUGARLAND, TX | Previous registration |
| MERCER ADVISORS | n/a | Apr 1, 2008 | Jun 20, 2008 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALTRUVISTA LLC | WILLIS JOHNSON WEALTH | Jun 8, 2020 | Jul 30, 2020 | 52 | Firm change | RIA to RIA |
| RESOURCE CONSULTING GROUP, INC. | ALTRUVISTA LLC | Dec 23, 2015 | Sep 8, 2016 | 260 | Firm change | Other |
| MERCER GLOBAL ADVISORS INC. | RESOURCE CONSULTING GROUP, INC. | May 4, 2012 | Jun 20, 2012 | 47 | Firm change | Other |
| MERCER ADVISORS | MERCER GLOBAL ADVISORS INC. | Jun 20, 2008 | Jul 3, 2008 | 13 | Bulk transfer | Other |