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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 | May 27, 2025 | n/a | yes | HOUSTON, TX | Current employment |
| THE MATHER GROUP, LLC | Independent wealth | Sep 14, 2020 | May 20, 2025 | no | CHICAGO, IL|Houston, TX|Houston, TX | Previous registration |
| PARTNERSINWEALTH, INC | Former SEC adviser | Aug 26, 2015 | Sep 8, 2020 | no | HOUSTON, TX | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Apr 13, 2011 | Jul 21, 2015 | no | PORTAGE, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE MATHER GROUP, LLC | WILLIS JOHNSON WEALTH | May 20, 2025 | May 27, 2025 | 7 | Firm change | RIA to RIA |
| PARTNERSINWEALTH, INC | THE MATHER GROUP, LLC | Sep 8, 2020 | Sep 14, 2020 | 6 | Firm change | RIA to RIA |
| PRUCO SECURITIES, LLC | PARTNERSINWEALTH, INC | Jul 21, 2015 | Aug 26, 2015 | 36 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 112786:156005:TX:2020-09-08 | Sep 8, 2020 | Sep 14, 2020 | HOUSTON, TX | Firm change |