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RIA / WealthAdvisorCertified Financial Planner19 years in industry

MARY ELIZABETH STORJOHANN

Advisor at ALLORA WEALTH, LLC

CHULA VISTA, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 1
Observed: Jan 29, 2007 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Mary Elizabeth Storjohann

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: ALLORA WEALTH, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 29, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 9, 2010
First registration: Jan 29, 2007
Dual registered: no
Other names: MARY ELIZABETH PAVIA|MARY BETH PAVIA|MARY ELIZABETH PAVIA|Mary Beth STORJOHANN
IAPD individual key: 4798603

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
ALLORA WEALTH, LLC	State registered	Jun 18, 2025	n/a	yes	CHULA VISTA, CA	Current employment
ABACUS WEALTH PARTNERS	Independent wealth	Aug 3, 2019	May 19, 2025	no	SANTA MONICA, CA\|Chula Vista, CA	Previous registration
WORKABLE WEALTH	n/a	Aug 13, 2013	May 31, 2019	no	CHULA VISTA, CA	Previous registration
MORGAN STANLEY	Wirehouse	Oct 27, 2010	Jan 10, 2011	no	Carlsbad, CA	Previous registration
VANTAGE WEALTH	Former SEC adviser	Nov 19, 2007	Aug 9, 2013	no	PASADENA, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Oct 2, 2007	no	CARLSBAD, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Mar 16, 2007	Apr 2, 2007	no	CARLSBAD, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jan 29, 2007	Mar 26, 2007	no	SAN DIEGO, 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
ABACUS WEALTH PARTNERS	ALLORA WEALTH, LLC	May 19, 2025	Jun 18, 2025	30	Firm change	RIA to state RIA
WORKABLE WEALTH	ABACUS WEALTH PARTNERS	May 31, 2019	Aug 3, 2019	64	Firm change	Other
VANTAGE WEALTH	MORGAN STANLEY	Aug 9, 2013	Oct 27, 2010	-1,017	Firm change after gap	Other
MORGAN STANLEY	WORKABLE WEALTH	Jan 10, 2011	Aug 13, 2013	946	Firm change after gap	Other
MORGAN STANLEY & CO. LLC	VANTAGE WEALTH	Oct 2, 2007	Nov 19, 2007	48	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY DW INC.	Mar 26, 2007	Mar 16, 2007	-10	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
168011:128590:CA:2019-05-31	May 31, 2019	Aug 3, 2019	CHULA VISTA, CA	Firm change

Relationships

Registered with (8)

→ ALLORA WEALTH, LLCRegistered adviserregistration: current employment
Jun 18, 2025 to presentfactForm ADV
→ ABACUS WEALTH PARTNERSRegistered adviserregistration: previous registration
Aug 3, 2019 to May 19, 2025factForm ADV
→ WORKABLE WEALTHRegistered adviserregistration: previous registration
Aug 13, 2013 to May 31, 2019factForm ADV
→ VANTAGE WEALTHRegistered adviserregistration: previous registration
Nov 19, 2007 to Aug 9, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Oct 27, 2010 to Jan 10, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Oct 2, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Mar 16, 2007 to Apr 2, 2007factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jan 29, 2007 to Mar 26, 2007factForm ADV

Dated events

Occurred
May 19, 2025
Advisor changed firm
Mary Elizabeth Storjohann left Abacus Wealth Partners for Allora Wealth, Llc (registered 2025-06-18)
Form ADVobserved 6 days ago