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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 | Oct 10, 2025 | n/a | yes | HOUSTON, TX | Current employment |
| THEORY PLANNING PARTNERS | State registered | Jul 8, 2025 | Sep 23, 2025 | no | Conroe, TX|MARBLEHEAD, MA|Conroe, TX | Previous registration |
| AVION WEALTH | Independent wealth | Aug 15, 2023 | May 6, 2025 | no | THE WOODLANDS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THEORY PLANNING PARTNERS | WILLIS JOHNSON WEALTH | Sep 23, 2025 | Oct 10, 2025 | 17 | Firm change | Other |
| AVION WEALTH | THEORY PLANNING PARTNERS | May 6, 2025 | Jul 8, 2025 | 63 | Firm change | RIA to state RIA |