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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)35 years in industry

IVORY JEROME JOHNSON

Advisor at CONSOLIDATED PORTFOLIO REVIEW CORP

Washington, DC | Palm Coast, FL | WOODBURY, NY

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Search this name across graphsid dfx:ria:4481f243-ab69-71ed-c3c6-c4d19d3f52ef

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 5, 2001 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: Dec 4, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Dec 4, 1990
First registration: Jul 5, 2001
Dual registered: yes, broker-dealer
Other names: IVORY J JOHNSON
IAPD individual key: 2032636

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	Aug 13, 2021	n/a	yes	Palm Coast, FL\|WOODBURY, NY\|Washington, DC	Current employment
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	May 9, 2012	Sep 3, 2021	no	WASHINGTON, DC	Previous registration
BERKSHIRE MONEY MANAGEMENT, INC.	Independent wealth	Nov 27, 2007	May 8, 2014	no	WASHINGTON, DC	Previous registration
SCARBOROUGH CAPITAL MANAGEMENT, INC.	Former SEC adviser	Jul 5, 2001	Apr 9, 2012	no	ANNAPOLIS, MD	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
INDEPENDENT FINANCIAL PARTNERS	CONSOLIDATED PORTFOLIO REVIEW CORP	Sep 3, 2021	Aug 13, 2021	-21	Firm change	Ibd to RIA
BERKSHIRE MONEY MANAGEMENT, INC.	INDEPENDENT FINANCIAL PARTNERS	May 8, 2014	May 9, 2012	-729	Firm change after gap	Other
SCARBOROUGH CAPITAL MANAGEMENT, INC.	BERKSHIRE MONEY MANAGEMENT, INC.	Apr 9, 2012	Nov 27, 2007	-1,595	Firm change after gap	Other

Relationships

Registered with (4)

→ CONSOLIDATED PORTFOLIO REVIEW CORPRegistered adviserregistration: current employment
Aug 13, 2021 to presentfactForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
May 9, 2012 to Sep 3, 2021factForm ADV
→ BERKSHIRE MONEY MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 27, 2007 to May 8, 2014factForm ADV
→ SCARBOROUGH CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 5, 2001 to Apr 9, 2012factForm ADV

Dated events

No dated event names this entity yet.