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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 | Jun 1, 2026 | n/a | yes | HOUSTON, TX | Current employment |
| VERDE WEALTH GROUP, LLC | State registered | Jan 5, 2023 | Jun 12, 2026 | no | HOUSTON, TX | Previous registration |
| IMPACT MONEY MANAGEMENT | n/a | Feb 26, 2020 | Jan 10, 2021 | no | SAN ANTONIO, TX | Previous registration |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Apr 17, 2018 | Mar 8, 2019 | no | SAN ANTONIO, TX | Previous registration |
| S HARRIS FINANCIAL GROUP, LLC | Independent wealth | Sep 29, 2014 | May 2, 2016 | no | SAN ANTONIO, TX | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Nov 2, 2012 | Sep 30, 2013 | no | SAN ANTONIO, TX | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 27, 2012 | Jun 27, 2012 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VERDE WEALTH GROUP, LLC | WILLIS JOHNSON WEALTH | Jun 12, 2026 | Jun 1, 2026 | -11 | Firm change | Other |
| IMPACT MONEY MANAGEMENT | VERDE WEALTH GROUP, LLC | Jan 10, 2021 | Jan 5, 2023 | 725 | Firm change after gap | Other |
| USAA INVESTMENT SERVICES COMPANY | IMPACT MONEY MANAGEMENT | Mar 8, 2019 | Feb 26, 2020 | 355 | Firm change | Other |
| S HARRIS FINANCIAL GROUP, LLC | USAA INVESTMENT SERVICES COMPANY | May 2, 2016 | Apr 17, 2018 | 715 | Firm change after gap | RIA to ibd |
| J.P. MORGAN SECURITIES LLC | S HARRIS FINANCIAL GROUP, LLC | Sep 30, 2013 | Sep 29, 2014 | 364 | Firm change | Wirehouse to RIA |
| LPL FINANCIAL LLC | J.P. MORGAN SECURITIES LLC | Jun 27, 2012 | Nov 2, 2012 | 128 | Firm change | Other |