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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)23 years in industry

EVERETT LYLE JOHNSON

Advisor at LPL FINANCIAL LLC

PAIA, HI | OAKLAND, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 2, 2003 to Sep 14, 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: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 23, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Analyst
Exams: S66
First exam: Sep 23, 2002
First registration: Jul 2, 2003
Dual registered: yes, broker-dealer
Other names: LYLE JOHNSON
IAPD individual key: 4539323

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
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 19, 2013	n/a	yes	OAKLAND, CA\|PAIA, HI	Current employment
WILDWOOD ASSET MANAGEMENT LLC	n/a	Aug 25, 2011	Jan 9, 2013	no	OAKLAND, CA	Previous registration
LIBERTY WEALTH MANAGEMENT, LLC	Former SEC adviser	Jul 10, 2008	Feb 20, 2013	no	OAKLAND, CA\|PIEDMONT, CA	Previous registration
LIBERTY GROUP, LLC	n/a	Jul 2, 2003	May 30, 2008	no	OAKLAND, CA	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
LIBERTY WEALTH MANAGEMENT, LLC	WILDWOOD ASSET MANAGEMENT LLC	Feb 20, 2013	Aug 25, 2011	-545	Firm change after gap	Other
WILDWOOD ASSET MANAGEMENT LLC	LPL FINANCIAL LLC	Jan 9, 2013	Feb 19, 2013	41	Firm change	Other
LIBERTY GROUP, LLC	LIBERTY WEALTH MANAGEMENT, LLC	May 30, 2008	Jul 10, 2008	41	Firm change	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Feb 19, 2013 to presentfactForm ADV
→ LIBERTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 10, 2008 to Feb 20, 2013factForm ADV
→ WILDWOOD ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Aug 25, 2011 to Jan 9, 2013factForm ADV
→ LIBERTY GROUP, LLCRegistered adviserregistration: previous registration
Jul 2, 2003 to May 30, 2008factForm ADV

Dated events

No dated event names this entity yet.