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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 | Apr 8, 2026 | n/a | yes | HOUSTON, TX | Current employment |
| Corient | Independent wealth | Jan 31, 2023 | Mar 10, 2026 | no | HOUSTON, TX|MIAMI, FL | Previous registration |
| STAVIS & COHEN PRIVATE WEALTH, LLC | Former SEC adviser | Dec 22, 2021 | Mar 31, 2023 | no | HOUSTON, TX | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Sep 14, 2021 | Dec 10, 2021 | no | Houston, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Corient | WILLIS JOHNSON WEALTH | Mar 10, 2026 | Apr 8, 2026 | 29 | Firm change | RIA to RIA |
| STAVIS & COHEN PRIVATE WEALTH, LLC | Corient | Mar 31, 2023 | Jan 31, 2023 | -59 | Firm change after gap | RIA to RIA |
| MML INVESTORS SERVICES, LLC | STAVIS & COHEN PRIVATE WEALTH, LLC | Dec 10, 2021 | Dec 22, 2021 | 12 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 312366:319448:TX:2023-03-31 | Mar 31, 2023 | Jan 31, 2023 | HOUSTON, TX | Firm change after gap |