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Advisor at JOHNSON WEALTH INC.
Appleton, WI
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 |
|---|---|---|---|---|---|---|
| JOHNSON WEALTH INC. | Mixed wealth | Dec 18, 2024 | n/a | yes | Appleton, WI | Current employment |
| IFMG SECURITIES, INC. | n/a | Aug 5, 2004 | Aug 2, 2005 | no | APPLETON, WI | Previous registration |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | Independent wealth | Nov 1, 2002 | Jul 10, 2003 | no | APPLETON, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IFMG SECURITIES, INC. | JOHNSON WEALTH INC. | Aug 2, 2005 | Dec 18, 2024 | 7,078 | Firm change after gap | Other |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | IFMG SECURITIES, INC. | Jul 10, 2003 | Aug 5, 2004 | 392 | Firm change | Other |