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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 21, 2025 | n/a | yes | HOUSTON, TX | Current employment |
| GOODMAN FINANCIAL CORPORATION | Independent wealth | Apr 20, 2022 | May 6, 2025 | no | Houston, TX | Previous registration |
| RWM CAPITAL, LLC | Independent wealth | Feb 2, 2022 | Sep 21, 2022 | no | Westbrook, ME|SUGAR LAND, TX | Previous registration |
| PENOBSCOT FINANCIAL ADVISORS | Independent wealth | Dec 18, 2017 | Oct 29, 2021 | no | PORTLAND, ME | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GOODMAN FINANCIAL CORPORATION | WILLIS JOHNSON WEALTH | May 6, 2025 | May 21, 2025 | 15 | Firm change | RIA to RIA |
| RWM CAPITAL, LLC | GOODMAN FINANCIAL CORPORATION | Sep 21, 2022 | Apr 20, 2022 | -154 | Firm change after gap | RIA to RIA |
| PENOBSCOT FINANCIAL ADVISORS | RWM CAPITAL, LLC | Oct 29, 2021 | Feb 2, 2022 | 96 | Firm change | RIA to RIA |