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RIA / WealthAdvisorChartered Financial Consultant27 years in industry

Duane Anthony Johnson

Advisor at CONSOLIDATED PORTFOLIO REVIEW CORP

WOODBURY, NY | Howell, MI

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Search this name across graphsid dfx:ria:2d2f3fbb-4cb1-59c4-1371-95d9f77cb697

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 19, 2010 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONSOLIDATED PORTFOLIO REVIEW CORP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 23, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S66
First exam: Mar 23, 1999
First registration: May 19, 2010
Dual registered: no
IAPD individual key: 3188046

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONSOLIDATED PORTFOLIO REVIEW CORP	Independent wealth	Nov 8, 2024	n/a	yes	Howell, MI\|WOODBURY, NY	Current employment
EXECUTIVE WEALTH MANAGEMENT, LLC	Former SEC adviser	Nov 16, 2020	Nov 11, 2024	no	BRIGHTON, MI	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Dec 4, 2018	Nov 5, 2020	no	Lansing, MI	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Dec 4, 2018	Nov 5, 2020	no	East Lansing, MI	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 29, 2014	Sep 4, 2018	no	Novi, MI\|Troy, MI\|Pittsburgh, PA\|Cranberry Township, PA	Previous registration
ESSEX NATIONAL SECURITIES, INC.	Former SEC adviser	Jan 20, 2012	Aug 30, 2012	no	ANN ARBOR, MI\|BRIGHTON, MI	Previous registration
PACKERLAND BROKERAGE SERVICES, INC.	Independent wealth	May 19, 2010	Nov 29, 2011	no	GREEN BAY, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EXECUTIVE WEALTH MANAGEMENT, LLC	CONSOLIDATED PORTFOLIO REVIEW CORP	Nov 11, 2024	Nov 8, 2024	-3	Firm change	RIA to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Nov 5, 2020	Dec 4, 2018	-702	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	EXECUTIVE WEALTH MANAGEMENT, LLC	Nov 5, 2020	Nov 16, 2020	11	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	TD AMERITRADE, INC.	Sep 4, 2018	Dec 4, 2018	91	Firm change	Other
ESSEX NATIONAL SECURITIES, INC.	CHARLES SCHWAB & CO., INC.	Aug 30, 2012	Apr 29, 2014	607	Firm change after gap	Other
PACKERLAND BROKERAGE SERVICES, INC.	ESSEX NATIONAL SECURITIES, INC.	Nov 29, 2011	Jan 20, 2012	52	Firm change	Other

Relationships

Registered with (7)

→ CONSOLIDATED PORTFOLIO REVIEW CORPRegistered adviserregistration: current employment
Nov 8, 2024 to presentfactForm ADV
→ EXECUTIVE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 16, 2020 to Nov 11, 2024factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 4, 2018 to Nov 5, 2020factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Dec 4, 2018 to Nov 5, 2020factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 29, 2014 to Sep 4, 2018factForm ADV
→ ESSEX NATIONAL SECURITIES, INC.Registered adviserregistration: previous registration
Jan 20, 2012 to Aug 30, 2012factForm ADV
→ PACKERLAND BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
May 19, 2010 to Nov 29, 2011factForm ADV

Dated events

Occurred
Nov 11, 2024
Advisor changed firm
Duane Anthony Johnson left Executive Wealth Management, Llc for Consolidated Portfolio Review Corp (registered 2024-11-08)
Form ADVobserved 4 days ago