# STEVEN MAC WILLIS

STEVEN MAC WILLIS is an investment adviser representative (IAR) with state registration records since 1999, appearing at 4 firms. Currently registered with WILLIS FINANCIAL SERVICES, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WILLIS FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/155501) | 2011-01-26 | present | Yes |
| [VISTA WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/110252) | 2009-04-15 | 2010-12-06 | — |
| [BPM WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/126494) | 2005-09-29 | 2009-03-06 | — |
| [BB&R WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/125918) | 1999-03-15 | 2005-09-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4716524)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4716524.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.