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Advisor at JOHNSON WEALTH INC.
Racine, 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 | Sep 11, 2018 | n/a | yes | Racine, WI | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jun 4, 2008 | May 30, 2018 | no | MILWAUKEE, WI|Milwaukee, WI | Previous registration |
| STRONG CAPITAL MANAGEMENT INC | n/a | May 8, 2002 | Feb 20, 2004 | no | MENOMONEE FALLS, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | JOHNSON WEALTH INC. | May 30, 2018 | Sep 11, 2018 | 104 | Firm change | Ibd to RIA |
| STRONG CAPITAL MANAGEMENT INC | CHARLES SCHWAB & CO., INC. | Feb 20, 2004 | Jun 4, 2008 | 1,566 | Firm change after gap | Other |