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Advisor at JOHNSON WEALTH INC.
GREEN BAY, 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 | May 8, 2019 | n/a | yes | GREEN BAY, WI | Current employment |
| NICOLET WEALTH MANAGEMENT | Independent wealth | Feb 9, 2018 | Aug 15, 2019 | no | GREEN BAY, WI | Previous registration |
| J.P. MORGAN SECURITIES INC. | n/a | Jan 10, 2007 | Feb 26, 2007 | no | APPLETON, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NICOLET WEALTH MANAGEMENT | JOHNSON WEALTH INC. | Aug 15, 2019 | May 8, 2019 | -99 | Firm change after gap | RIA to RIA |
| J.P. MORGAN SECURITIES INC. | NICOLET WEALTH MANAGEMENT | Feb 26, 2007 | Feb 9, 2018 | 4,001 | Firm change after gap | Other |